M.E. Allison & Co’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
$581K Buy
2,672
+50
+2% +$10.9K 0.47% 59
2025
Q1
$518K Buy
2,622
+17
+0.7% +$3.36K 0.51% 57
2024
Q4
$584K Buy
+2,605
New +$584K 0.64% 42