Sharper & Granite’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
10,857
+5,245
| +93% | +$1.15M | 0.91% | 33 |
|
|
2025
Q1 | $1.11M | Buy |
5,612
+657
| +13% | +$130K | 0.46% | 59 |
|
|
2024
Q4 | $1.11M | Buy |
4,955
+560
| +13% | +$126K | 0.49% | 57 |
|
|
2024
Q3 | $881K | Sell |
4,395
-805
| -15% | -$161K | 0.39% | 65 |
|
|
2024
Q2 | $948K | Buy |
5,200
+133
| +3% | +$24.3K | 0.45% | 63 |
|
|
2024
Q1 | $906K | Buy |
5,067
+12
| +0.2% | +$2.15K | 0.44% | 62 |
|
|
2023
Q4 | $904K | Sell |
5,055
-350
| -6% | -$62.6K | 0.47% | 61 |
|
|
2023
Q3 | $870K | Buy |
5,405
+895
| +20% | +$144K | 0.51% | 61 |
|
|
2023
Q2 | $766K | Buy |
4,510
+1,220
| +37% | +$207K | 0.44% | 62 |
|
|
2023
Q1 | $492K | Buy |
3,290
+1,345
| +69% | +$201K | 0.3% | 72 |
|
|
2022
Q4 | $251K | Buy |
+1,945
| New | +$251K | 0.17% | 89 |
|