Circle Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Circle Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$805K	Buy
2025 Q2	$630K	Buy
2025 Q1	$317K	Hold
2024 Q4	$361K	Buy