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Advyzon Investment Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Advyzon Investment Management’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$776K Buy
3,571
+317
+10% +$68.9K 0.17% 118
2025
Q1 		$642K Buy
3,254
+142
+5% +$28K 0.23% 85
2024
Q4 		$698K Buy
+3,112
New +$698K 0.27% 76