Trek Financial’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
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|
2025
Q1 | $25.2M | Sell |
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|
2024
Q4 | $32.1M | Buy |
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|
2024
Q3 | $23.8M | Sell |
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|
2024
Q2 | $23.1M | Sell |
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|
2024
Q1 | $23.8M | Sell |
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|
2023
Q4 | $25M | Buy |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $5.61M | Sell |
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|
2022
Q3 | $11.3M | Buy |
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|
2022
Q2 | $3.51M | Sell |
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|
2022
Q1 | $5.43M | Sell |
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|
2021
Q4 | $14.4M | Buy |
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|
2021
Q3 | $8.2M | Buy |
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|
2021
Q2 | $5.89M | Sell |
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|
2021
Q1 | $8.54M | Buy |
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|
2020
Q4 | $5.39M | Sell |
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|
2020
Q3 | $5.53M | Sell |
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|
2020
Q2 | $6.75M | Buy |
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|
2020
Q1 | $5.03M | Buy |
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|
2019
Q4 | $4.98M | Sell |
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|
2019
Q3 | $6.98M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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