Legacy Wealth Management (Tennessee)’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
-1,725
Closed -$341K 43
2025
Q1
$341K Sell
1,725
-14
-0.8% -$2.76K 0.02% 32
2024
Q4
$390K Sell
1,739
-152
-8% -$34.1K 0.03% 32
2024
Q3
$379K Buy
+1,891
New +$379K 0.02% 31