Zullo Investment Group’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 | $2.5M | Buy |
11,481
+208
| +2% | +$45.2K | 1.01% | 20 |
|
|
2025
Q1 | $2.23M | Buy |
11,273
+23
| +0.2% | +$4.54K | 0.95% | 27 |
|
|
2024
Q4 | $2.52M | Sell |
11,250
-436
| -4% | -$97.8K | 1.02% | 19 |
|
|
2024
Q3 | $2.34M | Buy |
11,686
+166
| +1% | +$33.3K | 0.97% | 25 |
|
|
2024
Q2 | $2.1M | Buy |
11,520
+306
| +3% | +$55.8K | 0.92% | 23 |
|
|
2024
Q1 | $2.06M | Buy |
11,214
+281
| +3% | +$51.7K | 0.97% | 23 |
|
|
2023
Q4 | $1.96M | Sell |
10,933
-68
| -0.6% | -$12.2K | 1% | 24 |
|
|
2023
Q3 | $1.77M | Buy |
11,001
+621
| +6% | +$100K | 1.04% | 24 |
|
|
2023
Q2 | $1.76M | Buy |
10,380
+221
| +2% | +$37.5K | 1.01% | 24 |
|
|
2023
Q1 | $1.52M | Buy |
10,159
+672
| +7% | +$100K | 0.95% | 27 |
|
|
2022
Q4 | $1.23M | Buy |
9,487
+407
| +4% | +$52.6K | 0.75% | 34 |
|
|
2022
Q3 | $1.29M | Buy |
9,080
+1,034
| +13% | +$147K | 0.83% | 26 |
|
|
2022
Q2 | $1.11M | Buy |
8,046
+624
| +8% | +$85.8K | 0.69% | 33 |
|
|
2022
Q1 | $1.37M | Buy |
7,422
+639
| +9% | +$118K | 0.71% | 28 |
|
|
2021
Q4 | $1.39M | Buy |
+6,783
| New | +$1.39M | 0.71% | 28 |
|