Strategic Investment Advisors’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
Q1 | – | Sell |
-2,113
| Closed | -$474K | – | 258 |
|
|
2024
Q4 | $474K | Buy |
+2,113
| New | +$474K | 0.05% | 176 |
|
|
2023
Q4 | – | Sell |
-3,129
| Closed | -$504K | – | 257 |
|
|
2023
Q3 | $504K | Sell |
3,129
-485
| -13% | -$78.1K | 0.08% | 167 |
|
|
2023
Q2 | $614K | Buy |
+3,614
| New | +$614K | 0.09% | 121 |
|
|
2021
Q1 | – | Sell |
-7,456
| Closed | -$1.2M | – | 218 |
|
|
2020
Q4 | $1.2M | Buy |
7,456
+3,756
| +102% | +$604K | 0.35% | 65 |
|
|
2020
Q3 | $544K | Buy |
+3,700
| New | +$544K | 0.18% | 90 |
|
|
2019
Q2 | – | Sell |
-2,087
| Closed | -$238K | – | 172 |
|
|
2019
Q1 | $238K | Sell |
2,087
-597
| -22% | -$68.1K | 0.16% | 112 |
|
|
2018
Q4 | $266K | Buy |
+2,684
| New | +$266K | 0.24% | 86 |
|