Moss Adams Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Hold |
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|
2025
Q2 | $267K | Hold |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $159K | Buy |
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