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

BIP Wealth’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	$332K	Hold
2025 Q2	$301K	Sell
2025 Q1	$293K	Hold
2024 Q4	$333K	Buy
2024 Q3	$278K	Buy
2024 Q2	$223K	Sell
2024 Q1	$255K	Hold
2023 Q4	$248K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Sell
2023 Q1	$203K	Buy