Wetzel Investment Advisors’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
Q3
$294K Sell
2025
Q2
$305K Sell
2025
Q1
$279K Hold
2024
Q4
$317K Buy
2024
Q3
$277K Buy
2024
Q2
$239K Hold
2024
Q1
$223K Buy
2023
Q4
$219K Buy