Smith Salley Wealth 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
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $688K | Hold |
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|
2024
Q2 | $626K | Hold |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $712K | Sell |
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|
2021
Q2 | $753K | Sell |
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|
2021
Q1 | $747K | Sell |
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|
2020
Q4 | $728K | Buy |
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|
2020
Q3 | $644K | Sell |
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|
2020
Q2 | $610K | Sell |
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|
2020
Q1 | $607K | Sell |
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|
2019
Q4 | $791K | Sell |
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|
2019
Q3 | $788K | Hold |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $764K | Sell |
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|
2018
Q4 | $670K | Sell |
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|
2018
Q3 | $798K | Sell |
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|
2018
Q2 | $747K | Sell |
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|
2018
Q1 | $821K | Sell |
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|
2017
Q4 | $824K | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.29M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $1.17M | Sell |
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|
2015
Q4 | $1.45M | Sell |
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|
2015
Q3 | $1.52M | Sell |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.67M | Sell |
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|
2014
Q4 | $2.03M | Sell |
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|
2014
Q3 | $2.08M | Buy |
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|
2014
Q2 | $2.06M | Sell |
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|
2014
Q1 | $2.03M | Buy |
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|
2013
Q4 | $2.08M | Sell |
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|
2013
Q3 | $1.91M | Buy |
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|
2013
Q2 | $1.74M | Buy |
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