Bedell Frazier Investment Counselling’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
$208K Buy
2025
Q1
Sell
2024
Q4
$221K Buy
2023
Q3
Sell
2023
Q2
$204K Sell
2023
Q1
$229K Sell
2022
Q4
$461K Buy
2022
Q1
Sell
2021
Q4
$709K Buy