Atlantic Private Wealth’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
$138K Hold
2025
Q2
$125K Hold
2025
Q1
$114K Hold
2024
Q4
$129K Hold
2024
Q3
$115K Hold
2024
Q2
$105K Hold
2024
Q1
$106K Hold
2023
Q4
$103K Hold
2023
Q3
$92.6K Hold
2023
Q2
$97.6K Buy