ELCO 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
Q1
Sell
-2,295
Closed -$515K 166
2024
Q4
$515K Buy
2,295
+425
+23% +$95.3K 0.27% 77
2024
Q3
$375K Hold
1,870
0.2% 104
2024
Q2
$341K Buy
1,870
+100
+6% +$18.2K 0.2% 105
2024
Q1
$325K Buy
+1,770
New +$325K 0.2% 105