Waldron Private Wealth’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 | $246K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $729K | Hold |
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|
2022
Q4 | $694K | Hold |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $670K | Hold |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $412K | Buy |
|