Wedmont Private Capital’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 | $519K | Buy |
2,369
+39
| +2% | +$8.54K | 0.02% | 416 |
|
|
2025
Q1 | $442K | Sell |
2,330
-69
| -3% | -$13.1K | 0.02% | 416 |
|
|
2024
Q4 | $530K | Buy |
2,399
+476
| +25% | +$105K | 0.03% | 358 |
|
|
2024
Q3 | $375K | Buy |
1,923
+2
| +0.1% | +$390 | 0.02% | 447 |
|
|
2024
Q2 | $368K | Buy |
1,921
+3
| +0.2% | +$574 | 0.02% | 429 |
|
|
2024
Q1 | $348K | Buy |
1,918
+3
| +0.2% | +$544 | 0.03% | 414 |
|
|
2023
Q4 | $336K | Buy |
1,915
+2
| +0.1% | +$351 | 0.03% | 394 |
|
|
2023
Q3 | $308K | Buy |
1,913
+3
| +0.2% | +$482 | 0.03% | 370 |
|
|
2023
Q2 | $334K | Buy |
1,910
+489
| +34% | +$85.5K | 0.04% | 357 |
|
|
2023
Q1 | $207K | Buy |
+1,421
| New | +$207K | 0.03% | 439 |
|
|
2022
Q2 | – | Sell |
-1,302
| Closed | -$247K | – | 390 |
|
|
2022
Q1 | $247K | Buy |
+1,302
| New | +$247K | 0.06% | 274 |
|