Wealth Advisors of Tampa Bay’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 | – | Sell |
-676
| Closed | -$133K | – | 150 |
|
|
2025
Q1 | $133K | Buy |
+676
| New | +$133K | 0.05% | 96 |
|
|
2023
Q4 | – | Sell |
-1,408
| Closed | -$227K | – | 103 |
|
|
2023
Q3 | $227K | Buy |
+1,408
| New | +$227K | 0.06% | 91 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$204K | – | 115 |
|
|
2021
Q4 | $204K | Buy |
+1,000
| New | +$204K | 0.05% | 113 |
|