Milestone Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$658K Sell
2025
Q2
$602K Sell
2025
Q1
$768K Sell
2024
Q4
$969K Buy
2024
Q3
$309K Buy
2024
Q2
$240K Buy