SWM
SilverOak Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+1,109
| New | +$241K | 0.05% | 101 |
|
|
2025
Q1 | – | Sell |
-904
| Closed | -$203K | – | 103 |
|
|
2024
Q4 | $203K | Buy |
+904
| New | +$203K | 0.04% | 96 |
|
|
2024
Q3 | – | Sell |
-1,175
| Closed | -$214K | – | 98 |
|
|
2024
Q2 | $214K | Hold |
1,175
| – | – | 0.05% | 88 |
|
|
2024
Q1 | $216K | Hold |
1,175
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $210K | Buy |
+1,175
| New | +$210K | 0.06% | 83 |
|