M3 Advisory Group’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
$1.57M Buy
7,231
+90
+1% +$19.6K 1.09% 22
2025
Q1
$1.41M Buy
7,141
+11
+0.2% +$2.17K 1.11% 22
2024
Q4
$1.6M Buy
7,130
+92
+1% +$20.6K 1.15% 22
2024
Q3
$1.41M Buy
7,038
+407
+6% +$81.6K 1.04% 22
2024
Q2
$1.21M Buy
6,631
+537
+9% +$97.9K 1% 22
2024
Q1
$1.12M Buy
6,094
+653
+12% +$120K 1.02% 24
2023
Q4
$973K Buy
+5,441
New +$973K 1.14% 24