Spire Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
14,332
-5,406
| -27% | -$1.17M | 0.11% | 157 |
|
|
2025
Q1 | $3.9M | Sell |
19,738
-325
| -2% | -$64.2K | 0.12% | 149 |
|
|
2024
Q4 | $4.5M | Buy |
20,063
+3,297
| +20% | +$740K | 0.14% | 135 |
|
|
2024
Q3 | $3.36M | Sell |
16,766
-2,218
| -12% | -$444K | 0.11% | 151 |
|
|
2024
Q2 | $3.46M | Sell |
18,984
-6,682
| -26% | -$1.22M | 0.12% | 162 |
|
|
2024
Q1 | $4.72M | Sell |
25,666
-16,257
| -39% | -$2.99M | 0.09% | 168 |
|
|
2023
Q4 | $7.33M | Buy |
41,923
+6,015
| +17% | +$1.05M | 0.24% | 86 |
|
|
2023
Q3 | $5.78M | Buy |
35,908
+16,065
| +81% | +$2.59M | 0.22% | 87 |
|
|
2023
Q2 | $3.37M | Sell |
19,843
-447
| -2% | -$75.9K | 0.12% | 164 |
|
|
2023
Q1 | $3.03M | Buy |
20,290
+645
| +3% | +$96.5K | 0.12% | 162 |
|
|
2022
Q4 | $2.54M | Buy |
19,645
+1,340
| +7% | +$173K | 0.14% | 135 |
|
|
2022
Q3 | $2.61M | Sell |
18,305
-7,453
| -29% | -$1.06M | 0.16% | 122 |
|
|
2022
Q2 | $3.54M | Sell |
25,758
-7,563
| -23% | -$1.04M | 0.15% | 144 |
|
|
2022
Q1 | $5.79M | Sell |
33,321
-1,252
| -4% | -$217K | 0.15% | 140 |
|
|
2021
Q4 | $7.07M | Buy |
34,573
+566
| +2% | +$116K | 0.16% | 147 |
|
|
2021
Q3 | $6.1M | Buy |
34,007
+64
| +0.2% | +$11.5K | 0.16% | 143 |
|
|
2021
Q2 | $6.06M | Sell |
33,943
-1,076
| -3% | -$192K | 0.16% | 145 |
|
|
2021
Q1 | $4.78M | Buy |
+35,019
| New | +$4.78M | 0.13% | 166 |
|