HWA
XLY icon

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

HCR Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$206K Buy
2021
Q1 		– Sell
2020
Q4 		$153K Buy
2020
Q3 		$44K Buy
2020
Q2 		$17K Hold
2020
Q1 		$13K Hold
2019
Q4 		$16K Buy