Mission Hills Financial Advisory’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
$4.82M Sell
22,166
-880
-4% -$191K 2.99% 13
2025
Q1
$4.55M Sell
23,046
-464
-2% -$91.6K 3.16% 13
2024
Q4
$5.27M Buy
23,510
+3,510
+18% +$787K 4.09% 12
2024
Q3
$4.24M Buy
+20,000
New +$4.24M 3.61% 13