Cherry Tree Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Cherry Tree Wealth Management’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	$2.61K	Hold
2025 Q1	$2.37K	Hold
2024 Q4	$2.69K	Hold
2024 Q3	$2.4K	Hold
2024 Q2	$2.19K	Hold
2024 Q1	$2.21K	Hold
2023 Q4	$2.15K	Hold
2023 Q3	$1.93K	Hold
2023 Q2	$2.04K	Buy