Premier Path Wealth Partners’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
$11M Sell
2025
Q2
$10.5M Sell
2025
Q1
$9.83M Buy
2024
Q4
$10.2M Sell
2024
Q3
$9.63M Buy
2024
Q2
$8.31M Buy
2024
Q1
$8.31M Buy
2023
Q4
$6.92M Buy