Tidemark’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Tidemark’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	$5.43K	Sell
2025 Q1	$44.4K	Hold
2024 Q4	$50.5K	Hold
2024 Q3	$45.1K	Hold
2024 Q2	$41K	Hold
2024 Q1	$41.4K	Hold
2023 Q4	$40.2K	Buy