Lake Hills Wealth Management’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
Sell
-30,803
Closed -$6.08M 68
2025
Q1
$6.08M Buy
+30,803
New +$6.08M 4.2% 10
2022
Q1
Sell
-3,238
Closed -$662K 67
2021
Q4
$662K Buy
+3,238
New +$662K 0.47% 34