SOA Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Sell |
140
-5
| -3% | -$1.09K | 0.01% | 442 |
|
|
2025
Q1 | $28.6K | Sell |
145
-2
| -1% | -$395 | 0.01% | 413 |
|
|
2024
Q4 | $33K | Buy |
147
+7
| +5% | +$1.57K | 0.01% | 387 |
|
|
2024
Q3 | $28.1K | Hold |
140
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $25.5K | Hold |
140
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $25.7K | Hold |
140
| – | – | 0.01% | 403 |
|
|
2023
Q4 | $25K | Sell |
140
-8
| -5% | -$1.43K | 0.01% | 393 |
|
|
2023
Q3 | $23.8K | Sell |
148
-50
| -25% | -$8.05K | 0.01% | 391 |
|
|
2023
Q2 | $33.7K | Hold |
198
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $29.6K | Hold |
198
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $25.6K | Hold |
198
| – | – | 0.01% | 372 |
|
|
2022
Q3 | $28K | Buy |
198
+58
| +41% | +$8.2K | 0.01% | 335 |
|
|
2022
Q2 | $19K | Hold |
140
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $25K | Hold |
140
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $28K | Hold |
140
| – | – | 0.01% | 390 |
|
|
2021
Q3 | $25K | Hold |
140
| – | – | 0.01% | 417 |
|
|
2021
Q2 | $24K | Hold |
140
| – | – | 0.01% | 427 |
|
|
2021
Q1 | $23K | Hold |
140
| – | – | 0.01% | 382 |
|
|
2020
Q4 | $23K | Buy |
+140
| New | +$23K | 0.01% | 380 |
|