Tactical Dividend & Momentum Fund XLY Holdings History
Tactical Dividend & Momentum Fund's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-04-30, Tactical Dividend & Momentum Fund held 43,139.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $8.51 Mil. This investment constitutes 10.35% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.04% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2020Q3. And since then Tactical Dividend & Momentum Fund has made 6 purchases of XLY, at an average price of $152.68, for a total of 242,478.00 shares. In addition, there have been 9 sales at an average price of $178.89 for 199,339.00 shares. Based on historical transaction data and XLY's current price of $222.80, Tactical Dividend & Momentum Fund's estimated gain on his XLY holdings is $8.25 Mil, reflecting a 22.28% gain to date.
Tactical Dividend & Momentum Fund XLY ($222.80) Holding Chart
Tactical Dividend & Momentum Fund XLY ($222.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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