Wealthspire Advisors (New York)’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 | $1.28M | Sell |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $1.35M | Sell |
|
|||||
|
2024
Q3 | $1.26M | Buy |
|
|||||
|
2024
Q2 | $621K | Buy |
|
|||||
|
2024
Q1 | $540K | Buy |
|
|||||
|
2023
Q4 | $449K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $279K | Buy |
|
|||||
|
2021
Q3 | $222K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $261K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $5K | Buy |
|