SS&H Financial Advisors’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
$280K Hold
2025
Q2
$254K Sell
2025
Q1
$346K Sell
2024
Q4
$524K Hold
2024
Q3
$467K Hold
2024
Q2
$426K Hold
2024
Q1
$429K Hold
2023
Q4
$417K Hold
2023
Q3
$376K Buy
2023
Q1
$349K Buy