Whittier Trust’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
Q3 | $2.31M | Sell |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $1.96M | Buy |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $878K | Sell |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $763K | Buy |
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|
2020
Q3 | $689K | Sell |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $902K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $2.28M | Sell |
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|
2018
Q4 | $6.1M | Buy |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $401K | Hold |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $409K | Buy |
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|
2017
Q3 | $295K | Buy |
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|
2017
Q2 | $103K | Hold |
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|
2017
Q1 | $101K | Sell |
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|
2016
Q4 | $799K | Buy |
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|
2016
Q3 | $92K | Sell |
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|
2016
Q2 | $183K | Hold |
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|
2016
Q1 | $185K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $282K | Sell |
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|
2015
Q2 | $640K | Sell |
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|
2015
Q1 | $638K | Sell |
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|
2014
Q4 | $1.26M | Sell |
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|
2014
Q3 | $6.97M | Buy |
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $72K | Sell |
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|
2013
Q4 | $80K | Sell |
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|
2013
Q3 | $151K | Hold |
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|
2013
Q2 | $141K | Buy |
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