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

Kingswood Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.9M	Buy
2025 Q2	$1.61M	Buy
2025 Q1	$1.27M	Sell
2024 Q4	$2.14M	Sell
2024 Q3	$2.24M	Buy
2024 Q2	$1.56M	Buy
2024 Q1	$1.51M	Sell
2023 Q4	$2.06M	Buy
2023 Q3	$1.5M	Sell
2023 Q2	$2.39M	Buy