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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Sell
25
-200
-89% -$43.5K ﹤0.01% 509
2025
Q1
$44.4K Hold
225
0.02% 259
2024
Q4
$50.5K Hold
225
0.02% 232
2024
Q3
$45.1K Hold
225
0.02% 250
2024
Q2
$41K Hold
225
0.02% 246
2024
Q1
$41.4K Hold
225
0.02% 257
2023
Q4
$40.2K Buy
+225
New +$40.2K 0.03% 253