Sterling Investment 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 | $275K | Sell |
|
|||||
|
2025
Q2 | $263K | Sell |
|
|||||
|
2025
Q1 | $250K | Buy |
|
|||||
|
2024
Q4 | $283K | Sell |
|
|||||
|
2024
Q3 | $344K | Sell |
|
|||||
|
2024
Q2 | $315K | Sell |
|
|||||
|
2024
Q1 | $364K | Sell |
|
|||||
|
2023
Q4 | $366K | Sell |
|
|||||
|
2023
Q3 | $427K | Sell |
|
|||||
|
2023
Q2 | $473K | Sell |
|
|||||
|
2023
Q1 | $428K | Sell |
|
|||||
|
2022
Q4 | $392K | Buy |
|
|||||
|
2022
Q3 | $346K | Sell |
|
|||||
|
2022
Q2 | $338K | Sell |
|
|||||
|
2022
Q1 | $467K | Sell |
|
|||||
|
2021
Q4 | $590K | Sell |
|
|||||
|
2021
Q3 | $520K | Sell |
|
|||||
|
2021
Q2 | $522K | Sell |
|
|||||
|
2021
Q1 | $503K | Sell |
|
|||||
|
2020
Q4 | $511K | Sell |
|
|||||
|
2020
Q3 | $502K | Sell |
|
|||||
|
2020
Q2 | $440K | Sell |
|
|||||
|
2020
Q1 | $351K | Sell |
|
|||||
|
2019
Q4 | $470K | Buy |
|
|||||
|
2019
Q3 | $446K | Sell |
|
|||||
|
2019
Q2 | $452K | Buy |
|
|||||
|
2019
Q1 | $343K | Sell |
|
|||||
|
2018
Q4 | $334K | Buy |
|
|||||
|
2018
Q3 | $393K | Sell |
|
|||||
|
2018
Q2 | $462K | Buy |
|
|||||
|
2018
Q1 | $380K | Sell |
|
|||||
|
2017
Q4 | $407K | Buy |
|
|||||
|
2017
Q3 | $269K | Buy |
|
|||||
|
2017
Q2 | $246K | Sell |
|
|||||
|
2017
Q1 | $252K | Buy |
|