UAG
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United Advisor Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

United Advisor Group’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Sell
1,326
-1,445
-52% -$314K 0.05% 321
2025
Q1 		$547K Buy
2,771
+719
+35% +$142K 0.11% 174
2024
Q4 		$460K Buy
2,052
+221
+12% +$49.6K 0.09% 209
2024
Q3 		$367K Buy
+1,831
New +$367K 0.08% 245