Venturi Wealth Management’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 | $5.81M | Buy |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $6.09M | Buy |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $4.02M | Buy |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $7.3M | Buy |
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|
2021
Q3 | $4.59M | Buy |
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|
2021
Q2 | $3.49M | Sell |
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|
2021
Q1 | $4.88M | Buy |
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|
2020
Q4 | $3.21M | Sell |
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|
2020
Q3 | $3.95M | Buy |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $944K | Sell |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $3.9M | Sell |
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|
2018
Q3 | $5.76M | Buy |
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|
2018
Q2 | $5.19M | Sell |
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|
2018
Q1 | $5.52M | Sell |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $8.76M | Buy |
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|
2017
Q2 | $8.38M | Buy |
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|
2017
Q1 | $6.81M | Buy |
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|
2016
Q4 | $6.1M | Buy |
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