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FSM Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

FSM Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
+948
New +$207K 0.03% 272
2025
Q1 		– Sell
-948
Closed -$214K – 220
2024
Q4 		$214K Buy
+948
New +$214K 0.05% 178