Founders Grove Wealth Partners’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
$2.25M Buy
10,342
+295
+3% +$64.1K 0.56% 42
2025
Q1
$1.98M Buy
10,047
+233
+2% +$46K 0.55% 46
2024
Q4
$2.2M Buy
+9,814
New +$2.2M 0.64% 43