Sharkey, Howes & Javer’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$389K Hold
2025
Q3
$391K Hold
2025
Q2
$354K Hold
2025
Q1
$322K Hold
2024
Q4
$366K Buy
2024
Q3
$301K Buy
2018
Q2
Sell
2018
Q1
$10K Hold
2017
Q4
$11K Hold
2017
Q3
$10K Buy