Wealth Architects’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 | $438K | Hold |
2,014
| – | – | 0.04% | 146 |
|
|
2025
Q1 | $398K | Buy |
2,014
+115
| +6% | +$22.7K | 0.04% | 149 |
|
|
2024
Q4 | $426K | Buy |
1,899
+700
| +58% | +$157K | 0.05% | 139 |
|
|
2024
Q3 | $240K | Hold |
1,199
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $219K | Hold |
1,199
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $220K | Sell |
1,199
-4
| -0.3% | -$736 | 0.03% | 193 |
|
|
2023
Q4 | $215K | Sell |
1,203
-42
| -3% | -$7.51K | 0.03% | 186 |
|
|
2023
Q3 | $200K | Buy |
+1,245
| New | +$200K | 0.03% | 178 |
|
|
2022
Q2 | – | Sell |
-1,141
| Closed | -$211K | – | 213 |
|
|
2022
Q1 | $211K | Sell |
1,141
-23
| -2% | -$4.25K | 0.04% | 187 |
|
|
2021
Q4 | $238K | Buy |
1,164
+6
| +0.5% | +$1.23K | 0.04% | 167 |
|
|
2021
Q3 | $208K | Buy |
+1,158
| New | +$208K | 0.04% | 172 |
|