Wealthspire Advisors (New York)’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 | $1.28M | Sell |
5,899
-38
| -0.6% | -$8.26K | 0.01% | 340 |
|
|
2025
Q1 | $1.17M | Sell |
5,937
-97
| -2% | -$19.2K | 0.01% | 353 |
|
|
2024
Q4 | $1.35M | Sell |
6,034
-231
| -4% | -$51.8K | 0.01% | 310 |
|
|
2024
Q3 | $1.26M | Buy |
6,265
+2,860
| +84% | +$573K | 0.01% | 329 |
|
|
2024
Q2 | $621K | Buy |
3,405
+468
| +16% | +$85.4K | 0.01% | 387 |
|
|
2024
Q1 | $540K | Buy |
2,937
+424
| +17% | +$78K | 0.01% | 413 |
|
|
2023
Q4 | $449K | Buy |
+2,513
| New | +$449K | 0.01% | 433 |
|
|
2022
Q1 | – | Sell |
-1,367
| Closed | -$279K | – | 558 |
|
|
2021
Q4 | $279K | Buy |
1,367
+130
| +11% | +$26.5K | 0.01% | 438 |
|
|
2021
Q3 | $222K | Buy |
+1,237
| New | +$222K | ﹤0.01% | 528 |
|
|
2021
Q2 | – | Sell |
-1,550
| Closed | -$261K | – | 681 |
|
|
2021
Q1 | $261K | Buy |
+1,550
| New | +$261K | 0.01% | 598 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$5K | – | 820 |
|
|
2018
Q4 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 661 |
|