SFPG
Stonebridge Financial Planning Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
10,436
-91
| -0.9% | -$19.8K | 0.95% | 30 |
|
|
2025
Q1 | $2.08M | Sell |
10,527
-62
| -0.6% | -$12.2K | 0.95% | 34 |
|
|
2024
Q4 | $2.38M | Sell |
10,589
-298
| -3% | -$66.9K | 1.06% | 26 |
|
|
2024
Q3 | $2.18M | Sell |
10,887
-92
| -0.8% | -$18.4K | 1.04% | 25 |
|
|
2024
Q2 | $2M | Sell |
10,979
-145
| -1% | -$26.4K | 1.01% | 27 |
|
|
2024
Q1 | $2.05M | Sell |
11,124
-659
| -6% | -$121K | 1.08% | 24 |
|
|
2023
Q4 | $2.11M | Sell |
11,783
-629
| -5% | -$112K | 1.21% | 21 |
|
|
2023
Q3 | $2M | Buy |
12,412
+70
| +0.6% | +$11.3K | 1.28% | 22 |
|
|
2023
Q2 | $2.1M | Sell |
12,342
-1,280
| -9% | -$217K | 1.28% | 25 |
|
|
2023
Q1 | $2.04M | Sell |
13,622
-5,596
| -29% | -$837K | 1.31% | 23 |
|
|
2022
Q4 | $2.48M | Sell |
19,218
-1,387
| -7% | -$179K | 1.65% | 13 |
|
|
2022
Q3 | $2.94M | Sell |
20,605
-1,902
| -8% | -$271K | 2.05% | 12 |
|
|
2022
Q2 | $3.09M | Buy |
22,507
+1,436
| +7% | +$197K | 2.1% | 12 |
|
|
2022
Q1 | $3.9M | Sell |
21,071
-177
| -0.8% | -$32.7K | 2.18% | 13 |
|
|
2021
Q4 | $3.78M | Buy |
21,248
+120
| +0.6% | +$21.4K | 1.99% | 12 |
|
|
2021
Q3 | $4.38M | Buy |
21,128
+138
| +0.7% | +$28.6K | 2.14% | 11 |
|
|
2021
Q2 | $3.86M | Buy |
20,990
+1,111
| +6% | +$204K | 2.05% | 10 |
|
|
2021
Q1 | $3.52M | Buy |
19,879
+25
| +0.1% | +$4.43K | 2.06% | 11 |
|
|
2020
Q4 | $3.19M | Sell |
19,854
-110
| -0.6% | -$17.7K | 2.02% | 12 |
|
|
2020
Q3 | $3.05M | Buy |
19,964
+711
| +4% | +$109K | 2.19% | 13 |
|
|
2020
Q2 | $2.49M | Buy |
19,253
+561
| +3% | +$72.6K | 2.12% | 13 |
|
|
2020
Q1 | $1.96M | Buy |
18,692
+26
| +0.1% | +$2.73K | 1.95% | 15 |
|
|
2019
Q4 | $2.34M | Buy |
+18,666
| New | +$2.34M | 2.12% | 14 |
|