KWMG LLC’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Sell
2025
Q2
$726K Sell
2025
Q1
$753K Buy
2024
Q4
$494K Buy
2024
Q1
Sell
2023
Q4
$362K Buy
2023
Q3
$244K Buy
2019
Q2
Sell
2019
Q1
$67K Hold
2018
Q4
$58K Buy
2018
Q3
$64K Hold
2018
Q2
$59K Buy