SilverOak Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

SilverOak Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy
2025 Q1	–	Sell
2024 Q4	$203K	Buy
2024 Q3	–	Sell
2024 Q2	$214K	Hold
2024 Q1	$216K	Hold
2023 Q4	$210K	Buy