Wetzel Investment 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 | $305K | Sell |
1,403
-12
| -0.8% | -$2.61K | 0.14% | 95 |
|
|
2025
Q1 | $279K | Hold |
1,415
| – | – | 0.14% | 101 |
|
|
2024
Q4 | $317K | Buy |
1,415
+32
| +2% | +$7.18K | 0.16% | 93 |
|
|
2024
Q3 | $277K | Buy |
1,383
+81
| +6% | +$16.2K | 0.14% | 99 |
|
|
2024
Q2 | $239K | Hold |
1,302
| – | – | 0.14% | 104 |
|
|
2024
Q1 | $223K | Buy |
1,302
+76
| +6% | +$13K | 0.13% | 105 |
|
|
2023
Q4 | $219K | Buy |
+1,226
| New | +$219K | 0.13% | 104 |
|