Axxcess Wealth Management’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
Q2
$886K Buy
2025
Q1
Sell
2024
Q4
$1.02M Buy
2024
Q3
$874K Sell
2024
Q2
$808K Sell
2024
Q1
$3.12M Buy
2023
Q4
$2.84M Buy
2023
Q3
$2.38M Sell
2023
Q2
$2.74M Buy
2023
Q1
$1.89M Buy