Integral Investment Advisors’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
$790K Sell
3,634
-93
-2% -$20.2K 0.23% 74
2025
Q1
$736K Sell
3,727
-2,985
-44% -$589K 0.23% 78
2024
Q4
$1.51M Sell
6,712
-20
-0.3% -$4.49K 0.49% 39
2024
Q3
$1.35M Buy
6,732
+1,759
+35% +$352K 0.45% 45
2024
Q2
$917K Buy
4,973
+434
+10% +$80K 0.34% 66
2024
Q1
$837K Buy
+4,539
New +$837K 0.35% 63