Steele Capital 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 | $6.7M | Buy |
30,818
+3,325
| +12% | +$723K | 0.32% | 43 |
|
2025
Q1 | $5.43M | Buy |
27,493
+706
| +3% | +$139K | 0.28% | 42 |
|
2024
Q4 | $6.01M | Buy |
26,787
+1,225
| +5% | +$275K | 0.31% | 41 |
|
2024
Q3 | $5.12M | Sell |
25,562
-60
| -0.2% | -$12K | 0.27% | 44 |
|
2024
Q2 | $4.67M | Sell |
25,622
-1,550
| -6% | -$283K | 0.26% | 44 |
|
2024
Q1 | $5M | Buy |
27,172
+2,425
| +10% | +$446K | 0.29% | 44 |
|
2023
Q4 | $4.42M | Buy |
+24,747
| New | +$4.42M | 0.29% | 42 |
|