Richard W. Paul & Associates’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
Q2
$604K Sell
2025
Q1
$557K Sell
2024
Q4
$2.44M Sell
2024
Q3
$2.31M Sell
2024
Q2
$2.12M Buy
2024
Q1
$2.05M Sell
2023
Q4
$2.13M Sell
2023
Q3
$1.93M Buy
2023
Q2
$1.43M Buy
2023
Q1
$1.16M Buy
2022
Q4
$993K Buy