Strategic Family Wealth Counselors’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 | $435K | Hold |
2,000
| – | – | 0.12% | 98 |
|
|
2025
Q1 | $395K | Hold |
2,000
| – | – | 0.13% | 95 |
|
|
2024
Q4 | $449K | Hold |
2,000
| – | – | 0.15% | 85 |
|
|
2024
Q3 | $401K | Hold |
2,000
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $365K | Hold |
2,000
| – | – | 0.14% | 84 |
|
|
2024
Q1 | $368K | Hold |
2,000
| – | – | 0.15% | 75 |
|
|
2023
Q4 | $358K | Hold |
2,000
| – | – | 0.15% | 76 |
|
|
2023
Q3 | $322K | Hold |
2,000
| – | – | 0.15% | 74 |
|
|
2023
Q2 | $340K | Hold |
2,000
| – | – | 0.16% | 71 |
|
|
2023
Q1 | $299K | Hold |
2,000
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $258K | Hold |
2,000
| – | – | 0.13% | 83 |
|
|
2022
Q3 | $285K | Hold |
2,000
| – | – | 0.14% | 69 |
|
|
2022
Q2 | $275K | Hold |
2,000
| – | – | 0.13% | 71 |
|
|
2022
Q1 | $370K | Hold |
2,000
| – | – | 0.15% | 68 |
|
|
2021
Q4 | $409K | Hold |
2,000
| – | – | 0.13% | 69 |
|
|
2021
Q3 | $359K | Buy |
+2,000
| New | +$359K | 0.12% | 63 |
|