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

Angeles Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$159K	Hold
2025 Q2	$145K	Buy
2025 Q1	$59.2K	Hold
2024 Q4	$67.3K	Buy
2024 Q2	–	Sell
2024 Q1	$3.68K	Hold
2023 Q4	$3.58K	Sell
2023 Q3	$53K	Buy