Burling Wealth 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
-900
Closed -$202K 169
2024
Q4
$202K Buy
+900
New +$202K 0.04% 163