Soltis Investment Advisors’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 | $1.37M | Sell |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $440K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.77M | Sell |
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|
2020
Q3 | $2.06M | Buy |
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