Councilmark Asset Management’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
Q2
$587K Hold
2,700
0.37% 52
2025
Q1
$533K Hold
2,700
0.36% 55
2024
Q4
$606K Hold
2,700
0.41% 48
2024
Q3
$541K Hold
2,700
0.36% 54
2024
Q2
$492K Hold
2,700
0.35% 56
2024
Q1
$497K Buy
+2,700
New +$497K 0.36% 56