KPP Advisory Services’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
$698K Hold
3,214
0.12% 153
2025
Q1
$635K Buy
3,214
+91
+3% +$18K 0.12% 145
2024
Q4
$701K Hold
3,123
0.17% 116
2024
Q3
$626K Hold
3,123
0.15% 118
2024
Q2
$570K Hold
3,123
0.15% 120
2024
Q1
$574K Buy
+3,123
New +$574K 0.16% 115
2023
Q4
Sell
-3,162
Closed -$509K 226
2023
Q3
$509K Buy
+3,162
New +$509K 0.17% 107