Focus Partners Wealth
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Focus Partners Wealth’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Focus Partners Wealth’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 		$4.24M Sell
2025
Q1 		$3.96M Sell
2024
Q4 		$4.68M Buy
2024
Q3 		$3.17M Buy
2024
Q2 		$1.3M Buy
2024
Q1 		$403K Sell
2023
Q4 		$539K Buy