Strategic Wealth Investment Group’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 |
-1,419
| Closed | -$318K | – | 131 |
|
|
2024
Q4 | $318K | Sell |
1,419
-306
| -18% | -$68.7K | 0.04% | 111 |
|
|
2024
Q3 | $344K | Sell |
1,725
-6,487
| -79% | -$1.29M | 0.04% | 102 |
|
|
2024
Q2 | $1.5M | Buy |
+8,212
| New | +$1.5M | 0.19% | 64 |
|
|
2023
Q4 | $11.4M | Buy |
63,621
+3,685
| +6% | +$659K | 1.71% | 20 |
|
|
2023
Q3 | $9.65M | Buy |
59,936
+1,753
| +3% | +$282K | 1.75% | 18 |
|
|
2023
Q2 | $9.88M | Buy |
58,183
+14,731
| +34% | +$2.5M | 1.57% | 21 |
|
|
2023
Q1 | $6.5M | Buy |
43,452
+5,445
| +14% | +$814K | 1.21% | 25 |
|
|
2022
Q4 | $5.24M | Buy |
38,007
+7,173
| +23% | +$990K | 1.21% | 26 |
|
|
2022
Q3 | $4.39M | Buy |
30,834
+5,368
| +21% | +$765K | 1.26% | 20 |
|
|
2022
Q2 | $3.5M | Buy |
+25,466
| New | +$3.5M | 0.88% | 37 |
|