The Family Firm’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $944K | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $965K | Sell |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $863K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $897K | Buy |
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|
2020
Q4 | $884K | Buy |
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|
2020
Q3 | $783K | Buy |
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|
2020
Q2 | $680K | Buy |
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|
2020
Q1 | $522K | Buy |
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|
2019
Q4 | $666K | Sell |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $612K | Sell |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $646K | Sell |
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|
2018
Q2 | $711K | Sell |
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|
2018
Q1 | $677K | Sell |
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|
2017
Q4 | $672K | Buy |
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|
2017
Q3 | $613K | Buy |
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|
2017
Q2 | $609K | Sell |
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|
2017
Q1 | $645K | Buy |
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|
2016
Q4 | $596K | Sell |
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|
2016
Q3 | $601K | Buy |
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|
2016
Q2 | $585K | Buy |
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|
2016
Q1 | $563K | Sell |
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|
2015
Q4 | $578K | Sell |
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|
2015
Q3 | $642K | Buy |
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|
2015
Q2 | $660K | Buy |
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|
2015
Q1 | $569K | Buy |
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|
2014
Q4 | $544K | Buy |
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