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

Straight Path Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$243K Buy
1,116
+2
+0.2% +$435 0.08% 101
2025
Q1 		$220K Sell
1,114
-56
-5% -$11.1K 0.09% 95
2024
Q4 		$263K Buy
1,170
+1
+0.1% +$224 0.1% 80
2024
Q3 		$234K Buy
+1,169
New +$234K 0.1% 88