Wealth Enhancement Advisory Services’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
2026
Q1
$6.8M Sell
62,842
-43,723
-41% -$5.11M 0.01% 744
2025
Q4
$12.9M Sell
106,565
-3,859
-3% -$458K 0.02% 614
2025
Q3
$13M Buy
110,424
+2,970
+3% +$340K 0.02% 562
2025
Q2
$11.9M Buy
107,454
+6,054
+6% +$619K 0.02% 579
2025
Q1
$10M Sell
101,400
-17,372
-15% -$1.88M 0.02% 575
2024
Q4
$13.3M Buy
118,772
+44,032
+59% +$4.71M 0.03% 484
2024
Q3
$7.49M Sell
74,740
-11,730
-14% -$1.1M 0.02% 603
2024
Q2
$7.89M Sell
86,470
-7,170
-8% -$637K 0.02% 553
2024
Q1
$8.61M Sell
93,640
-5,238
-5% -$466K 0.02% 518
2023
Q4
$8.84M Sell
98,878
-4,096
-4% -$339K 0.03% 469
2023
Q3
$8.29M Buy
102,974
+93,934
+1,039% +$7.94M 0.03% 451
2023
Q2
$768K Sell
9,040
-6,046
-40% -$463K 0.01% 299
2023
Q1
$1.13M Buy
15,086
+220
+1% +$15.8K 0.01% 295
2022
Q4
$1.08M Buy
14,866
+420
+3% +$29.3K 0.01% 212
2022
Q3
$1.02M Buy
14,446
+1,136
+9% +$88.9K 0.01% 234
2022
Q2
$974K Buy
13,310
+4,240
+47% +$334K 0.01% 248
2022
Q1
$859K Sell
9,070
-2,424
-21% -$222K 0.01% 247
2021
Q4
$1.05M Buy
11,494
+832
+8% +$82.9K 0.02% 216
2021
Q3
$1.05M Buy
10,662
+2,358
+28% +$214K 0.02% 210
2021
Q2
$748K Buy
8,304
+120
+1% +$10.4K 0.01% 215
2021
Q1
$712K Buy
+8,184
New +$681K 0.01% 213

Other funds holding XLY