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Alteri Wealth’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Alteri Wealth’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Sell
1,127
-238
-17% -$51.7K 0.1% 231
2025
Q1 		$270K Sell
1,365
-540
-28% -$107K 0.12% 199
2024
Q4 		$427K Buy
+1,905
New +$427K 0.12% 140