Agate Pass Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Agate Pass Investment Management’s Portfolio XLY Stock Details XLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.88M	Sell
2025 Q2	$1.8M	Sell
2025 Q1	$2.17M	Buy
2024 Q4	$1.76M	Buy
2024 Q3	$565K	Buy
2024 Q2	$233K	Buy