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

KWB Wealth’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 		$281K Sell
1,424
-754
-35% -$149K 0.03% 128
2025
Q1 		$489K Buy
+2,178
New +$489K 0.06% 97