OFO
XLY icon

OneAscent Family Office’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

OneAscent Family Office’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Sell
1,128
-584
-34% -$127K 0.23% 107
2025
Q1 		$341K Buy
+1,712
New +$341K 0.32% 86