Independent Advisor Alliance’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2025
Q1
$450K Sell
2024
Q4
$20M Buy
2020
Q1
Sell
2019
Q4
$1.45M Buy
2019
Q3
$289K Buy
2019
Q2
Sell
2019
Q1
$262K Sell
2018
Q4
$373K Buy