Simplicity Wealth’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
Q3 | $1.64M | Sell |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $849K | Sell |
|
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $451K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $947K | Buy |
|
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $5.65M | Buy |
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