Sunbelt Securities’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 | $240K | Sell |
1,072
-67
| -6% | -$15K | 0.02% | 545 |
|
2025
Q1 | $225K | Buy |
1,139
+67
| +6% | +$13.2K | 0.02% | 535 |
|
2024
Q4 | $242K | Buy |
1,072
+556
| +108% | +$126K | 0.02% | 542 |
|
2024
Q3 | $103K | Buy |
516
+54
| +12% | +$10.8K | 0.01% | 751 |
|
2024
Q2 | $84.3K | Buy |
462
+53
| +13% | +$9.67K | 0.01% | 776 |
|
2024
Q1 | $75.2K | Buy |
409
+1
| +0.2% | +$184 | 0.01% | 781 |
|
2023
Q4 | $73K | Buy |
408
+1
| +0.2% | +$179 | 0.01% | 741 |
|
2023
Q3 | $65.6K | Hold |
407
| – | – | 0.01% | 749 |
|
2023
Q2 | $69.1K | Sell |
407
-34
| -8% | -$5.77K | 0.01% | 726 |
|
2023
Q1 | $64.2K | Buy |
+441
| New | +$64.2K | 0.01% | 688 |
|