Vickerman Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
45,113
+2,246
| +5% | +$488K | 2.11% | 11 |
|
|
2025
Q1 | $8.46M | Buy |
42,867
+3,950
| +10% | +$780K | 1.92% | 14 |
|
|
2024
Q4 | $8.73M | Sell |
38,917
-641
| -2% | -$144K | 2.37% | 10 |
|
|
2024
Q3 | $7.93M | Buy |
39,558
+447
| +1% | +$89.6K | 2.33% | 11 |
|
|
2024
Q2 | $7.13M | Sell |
39,111
-481
| -1% | -$87.7K | 2.29% | 11 |
|
|
2024
Q1 | $7.28M | Buy |
39,592
+268
| +0.7% | +$49.3K | 2.35% | 10 |
|
|
2023
Q4 | $7.03M | Sell |
39,324
-2,443
| -6% | -$437K | 2.4% | 10 |
|
|
2023
Q3 | $6.72M | Sell |
41,767
-943
| -2% | -$152K | 2.75% | 9 |
|
|
2023
Q2 | $7.25M | Sell |
42,710
-4,333
| -9% | -$736K | 2.83% | 7 |
|
|
2023
Q1 | $7.03M | Buy |
47,043
+4,199
| +10% | +$628K | 2.78% | 7 |
|
|
2022
Q4 | $5.53M | Buy |
42,844
+3,339
| +8% | +$431K | 2.51% | 9 |
|
|
2022
Q3 | $5.63M | Buy |
39,505
+2,167
| +6% | +$309K | 2.72% | 6 |
|
|
2022
Q2 | $5.13M | Buy |
37,338
+2,234
| +6% | +$307K | 2.43% | 9 |
|
|
2022
Q1 | $5.55M | Buy |
35,104
+2,530
| +8% | +$400K | 2.46% | 11 |
|
|
2021
Q4 | $6.66M | Sell |
32,574
-3,612
| -10% | -$738K | 2.69% | 12 |
|
|
2021
Q3 | $6.49M | Buy |
+36,186
| New | +$6.49M | 2.6% | 12 |
|