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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$438K Hold
2025
Q1
$398K Buy
2024
Q4
$426K Buy
2024
Q3
$240K Hold
2024
Q2
$219K Hold
2024
Q1
$220K Sell
2023
Q4
$215K Sell
2023
Q3
$200K Buy
2022
Q2
Sell
2022
Q1
$211K Sell
2021
Q4
$238K Buy
2021
Q3
$208K Buy