Tortoise Investment Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Tortoise Investment Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.2K	Buy	116 +50	+76%	+$10.9K	﹤0.01%	472
2025 Q1	$13K	Hold	66	–	–	﹤0.01%	549
2024 Q4	$14.8K	Hold	66	–	–	﹤0.01%	585
2024 Q3	$13.2K	Sell	66 -621	-90%	-$124K	﹤0.01%	602
2024 Q2	$125K	Buy	687 +621	+941%	+$113K	0.01%	273
2024 Q1	$12.1K	Hold	66	–	–	﹤0.01%	598
2023 Q4	$11.8K	Hold	66	–	–	﹤0.01%	549
2023 Q3	$10.6K	Hold	66	–	–	﹤0.01%	549
2023 Q2	$11.2K	Hold	66	–	–	﹤0.01%	537
2023 Q1	$9.87K	Hold	66	–	–	﹤0.01%	551
2022 Q4	$8.53K	Hold	66	–	–	﹤0.01%	554
2022 Q3	$9K	Hold	66	–	–	﹤0.01%	552
2022 Q2	$9K	Hold	66	–	–	﹤0.01%	531
2022 Q1	$12K	Hold	66	–	–	﹤0.01%	483
2021 Q4	$13K	Hold	66	–	–	﹤0.01%	456
2021 Q3	$12K	Hold	66	–	–	﹤0.01%	450
2021 Q2	$12K	Hold	66	–	–	﹤0.01%	445
2021 Q1	$11K	Hold	66	–	–	﹤0.01%	434
2020 Q4	$11K	Hold	66	–	–	﹤0.01%	406
2020 Q3	$10K	Hold	66	–	–	﹤0.01%	385
2020 Q2	$8K	Hold	66	–	–	﹤0.01%	388
2020 Q1	$6K	Hold	66	–	–	﹤0.01%	427
2019 Q4	$8K	Hold	66	–	–	﹤0.01%	447
2019 Q3	$8K	Hold	66	–	–	﹤0.01%	440
2019 Q2	$8K	Hold	66	–	–	﹤0.01%	462
2019 Q1	$8K	Hold	66	–	–	﹤0.01%	438
2018 Q4	$7K	Hold	66	–	–	﹤0.01%	428
2018 Q3	$8K	Hold	66	–	–	﹤0.01%	421
2018 Q2	$7K	Hold	66	–	–	﹤0.01%	443
2018 Q1	$7K	Hold	66	–	–	﹤0.01%	422
2017 Q4	$7K	Hold	66	–	–	﹤0.01%	428
2017 Q3	$6K	Hold	66	–	–	﹤0.01%	405
2017 Q2	$6K	Hold	66	–	–	﹤0.01%	396
2017 Q1	$6K	Hold	66	–	–	﹤0.01%	381
2016 Q4	$5K	Hold	66	–	–	﹤0.01%	401
2016 Q3	$5K	Hold	66	–	–	﹤0.01%	379
2016 Q2	$5K	Hold	66	–	–	﹤0.01%	398
2016 Q1	$5K	Hold	66	–	–	﹤0.01%	334
2015 Q4	$5K	Hold	66	–	–	﹤0.01%	357
2015 Q3	$5K	Hold	66	–	–	﹤0.01%	339
2015 Q2	$5K	Hold	66	–	–	﹤0.01%	363
2015 Q1	$5K	Hold	66	–	–	﹤0.01%	344
2014 Q4	$5K	Buy	+66	New	+$5K	﹤0.01%	365