WBH Advisory’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 | $16.7M | Sell |
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|
2025
Q1 | $16.8M | Sell |
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|
2024
Q4 | $20.1M | Buy |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q3 | $11.1M | Buy |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | $16.1M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.1M | Buy |
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|
2020
Q2 | $6.52M | Sell |
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|
2020
Q1 | $5.54K | Sell |
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|
2019
Q4 | $7.3M | Buy |
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|
2019
Q3 | $6.59M | Sell |
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|
2019
Q2 | $6.56M | Buy |
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|
2019
Q1 | $6.26M | Buy |
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|
2018
Q4 | $5.36K | Buy |
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|
2018
Q3 | $6.25M | Sell |
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|
2018
Q2 | $6.08M | Buy |
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|
2018
Q1 | $5.6M | Buy |
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|
2017
Q4 | $5.43M | Buy |
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|
2017
Q3 | $4.95M | Buy |
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|
2017
Q2 | $4.75M | Buy |
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|
2017
Q1 | $4.62M | Buy |
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|
2016
Q4 | $3.35M | Buy |
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|
2016
Q3 | $3.13M | Buy |
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|
2016
Q2 | $1.93M | Buy |
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|
2016
Q1 | $1.87M | Sell |
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|
2015
Q4 | $2.11K | Buy |
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|
2015
Q3 | $1.87M | Buy |
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|
2015
Q2 | $1.82M | Buy |
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|
2015
Q1 | $1.62K | Buy |
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