Berkeley Capital Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,838
Closed -$412K 181
2024
Q4
$412K Buy
+1,838
New +$412K 0.11% 129
2016
Q1
Sell
-3,915
Closed -$306K 127
2015
Q4
$306K Buy
+3,915
New +$306K 0.25% 78