tru Independence’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
Q3 | $687K | Sell |
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|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $996K | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $8.17K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.06M | Buy |
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