Summit X LLC’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 | $301K | Sell |
1,386
-8
| -0.6% | -$1.74K | 0.06% | 192 |
|
|
2025
Q1 | $275K | Buy |
1,394
+48
| +4% | +$9.48K | 0.06% | 183 |
|
|
2024
Q4 | $302K | Buy |
1,346
+26
| +2% | +$5.83K | 0.07% | 168 |
|
|
2024
Q3 | $241K | Sell |
1,320
-78
| -6% | -$14.2K | 0.06% | 182 |
|
|
2024
Q2 | $256K | Buy |
1,398
+138
| +11% | +$25.2K | 0.06% | 203 |
|
|
2024
Q1 | $232K | Buy |
+1,260
| New | +$232K | 0.06% | 181 |
|