SS&H Financial Advisors’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 | $254K | Sell |
1,167
-583
| -33% | -$127K | 0.08% | 113 |
|
|
2025
Q1 | $346K | Sell |
1,750
-583
| -25% | -$115K | 0.13% | 105 |
|
|
2024
Q4 | $524K | Hold |
2,333
| – | – | 0.19% | 89 |
|
|
2024
Q3 | $467K | Hold |
2,333
| – | – | 0.17% | 95 |
|
|
2024
Q2 | $426K | Hold |
2,333
| – | – | 0.17% | 99 |
|
|
2024
Q1 | $429K | Hold |
2,333
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $417K | Hold |
2,333
| – | – | 0.18% | 96 |
|
|
2023
Q3 | $376K | Buy |
+2,333
| New | +$376K | 0.18% | 98 |
|
|
2023
Q1 | $349K | Buy |
+2,333
| New | +$349K | 0.16% | 105 |
|