SS&H Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $279K | Hold |
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|
2025
Q3 | $280K | Hold |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $524K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q1 | $349K | Buy |
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