Waterloo Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Buy
2025
Q2
$358K Buy
2025
Q1
Sell
2024
Q4
$541K Buy
2024
Q3
$453K Buy
2024
Q2
$364K Buy
2024
Q1
$351K Sell
2023
Q4
$418K Buy
2023
Q3
$248K Buy
2023
Q2
$211K Sell
2023
Q1
$210K Buy
2020
Q1
$262K Buy