Shulman DeMeo Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $349K | Buy |
|
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $557K | Buy |
|
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $568K | Buy |
|
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $230K | Buy |
|