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KDK Private Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

KDK Private Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$828K Sell
3,812
-127
-3% -$27.6K 0.88% 22
2025
Q1 		$778K Hold
3,939
– – 0.89% 22
2024
Q4 		$884K Buy
+3,939
New +$884K 0.92% 22