Vantage Financial Partners (Wisconsin)’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
Sell
-1,051
Closed -$208K 209
2025
Q1
$208K Buy
+1,051
New +$208K 0.05% 181
2024
Q4
Sell
-1,747
Closed -$350K 210
2024
Q3
$350K Buy
+1,747
New +$350K 0.09% 125