Strategic Family Wealth Counselors’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
Q2 | $435K | Hold |
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|
2025
Q1 | $395K | Hold |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $365K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $359K | Buy |
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