Legacy Capital Group California’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
$352K Buy
1,620
+51
+3% +$11.1K 0.1% 237
2025
Q1
$310K Sell
1,569
-432
-22% -$85.3K 0.11% 220
2024
Q4
$449K Buy
+2,001
New +$449K 0.14% 192