Zacks Investment Management’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 | $206K | Sell |
947
-588
| -38% | -$128K | ﹤0.01% | 642 |
|
2025
Q1 | $303K | Buy |
1,535
+412
| +37% | +$81.3K | ﹤0.01% | 548 |
|
2024
Q4 | $252K | Sell |
1,123
-557
| -33% | -$125K | ﹤0.01% | 591 |
|
2024
Q3 | $337K | Sell |
1,680
-454
| -21% | -$91K | ﹤0.01% | 538 |
|
2024
Q2 | $389K | Buy |
2,134
+687
| +47% | +$125K | ﹤0.01% | 483 |
|
2024
Q1 | $266K | Buy |
1,447
+21
| +1% | +$3.86K | ﹤0.01% | 562 |
|
2023
Q4 | $255K | Sell |
1,426
-137
| -9% | -$24.5K | ﹤0.01% | 552 |
|
2023
Q3 | $252K | Buy |
1,563
+137
| +10% | +$22.1K | ﹤0.01% | 539 |
|
2023
Q2 | $242K | Hold |
1,426
| – | – | ﹤0.01% | 570 |
|
2023
Q1 | $213K | Sell |
1,426
-872
| -38% | -$130K | ﹤0.01% | 573 |
|
2022
Q4 | $297K | Buy |
2,298
+64
| +3% | +$8.27K | ﹤0.01% | 505 |
|
2022
Q3 | $318K | Sell |
2,234
-37
| -2% | -$5.27K | 0.01% | 477 |
|
2022
Q2 | $312K | Buy |
2,271
+261
| +13% | +$35.9K | ﹤0.01% | 482 |
|
2022
Q1 | $372K | Buy |
+2,010
| New | +$372K | 0.01% | 486 |
|
2021
Q4 | – | Sell |
-3,175
| Closed | -$570K | – | 689 |
|
2021
Q3 | $570K | Buy |
+3,175
| New | +$570K | 0.01% | 439 |
|