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Calton & Associates’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Calton & Associates’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
Q2 		$1.01M Sell
2025
Q1 		$954K Buy
2024
Q4 		$1.06M Buy
2022
Q1 		– Sell
2021
Q4 		$1.11M Buy
2020
Q1 		– Sell
2019
Q4 		$246K Sell
2019
Q3 		$243K Buy
2018
Q1 		– Sell
2017
Q4 		$17K Buy