Waverly 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 | $5.37M | Buy |
24,719
+4,296
| +21% | +$934K | 0.06% | 296 |
|
|
2025
Q1 | $4.03M | Buy |
20,423
+225
| +1% | +$44.4K | 0.05% | 336 |
|
|
2024
Q4 | $4.53M | Buy |
20,198
+3,804
| +23% | +$853K | 0.07% | 234 |
|
|
2024
Q3 | $3.28M | Sell |
16,394
-1,665
| -9% | -$334K | 0.06% | 248 |
|
|
2024
Q2 | $3.29M | Buy |
18,059
+178
| +1% | +$32.5K | 0.06% | 243 |
|
|
2024
Q1 | $3.29M | Buy |
17,881
+16,692
| +1,404% | +$3.07M | 0.08% | 193 |
|
|
2023
Q4 | $213K | Buy |
+1,189
| New | +$213K | 0.01% | 412 |
|