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

Circle Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$630K Buy
2,898
+1,291
+80% +$281K 0.01% 147
2025
Q1 		$317K Hold
1,607
– – 0.01% 190
2024
Q4 		$361K Buy
+1,607
New +$361K 0.01% 191