Trifecta Capital Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Trifecta Capital Advisors’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	$261K	Hold
2025 Q1	$237K	Hold
2024 Q4	$269K	Hold
2024 Q3	$240K	Hold
2024 Q2	$219K	Hold
2024 Q1	$221K	Sell
2023 Q4	$220K	Buy
2023 Q3	$193K	Hold
2023 Q2	$204K	Hold
2023 Q1	$179K	Buy