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Three Bridge Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Three Bridge Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
1,020
– – 0.06% 118
2025
Q1 		$201K Sell
1,020
-7
-0.7% -$1.38K 0.07% 83
2024
Q4 		$230K Hold
1,027
– – 0.08% 85
2024
Q3 		$206K Buy
+1,027
New +$206K 0.08% 84