Acorn Financial Advisory Services’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
$948K Buy
2025
Q2
$689K Buy
2025
Q1
$502K Buy
2024
Q4
$526K Buy
2024
Q3
$425K Hold
2024
Q2
$387K Buy
2024
Q1
$325K Buy