Wellspring Financial Advisors’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 | $6.21M | Sell |
28,555
-8,851
| -24% | -$1.92M | 0.62% | 26 |
|
|
2025
Q1 | $7.39M | Sell |
37,406
-77,037
| -67% | -$15.2M | 0.82% | 20 |
|
|
2024
Q4 | $25.7M | Sell |
114,443
-2,606
| -2% | -$585K | 2.68% | 10 |
|
|
2024
Q3 | $23.5M | Sell |
117,049
-5,479
| -4% | -$1.1M | 2.8% | 9 |
|
|
2024
Q2 | $22.3M | Buy |
122,528
+14,992
| +14% | +$2.73M | 3.04% | 7 |
|
|
2024
Q1 | $19.8M | Buy |
107,536
+43,838
| +69% | +$8.06M | 3.12% | 7 |
|
|
2023
Q4 | $11.4M | Buy |
+63,698
| New | +$11.4M | 2.83% | 10 |
|