Spire 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 | $2.13M | Sell |
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|
2025
Q2 | $3.11M | Sell |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $3.36M | Sell |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $5.78M | Buy |
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|
2023
Q2 | $3.37M | Sell |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $3.54M | Sell |
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|
2022
Q1 | $5.79M | Sell |
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|
2021
Q4 | $7.07M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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|
2021
Q2 | $6.06M | Sell |
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|
2021
Q1 | $4.78M | Buy |
|