Whitney & Co’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Whitney & Co’s Portfolio XLY Stock Details XLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$211K	Buy
2025 Q1	–	Sell
2024 Q4	$203K	Buy
2022 Q1	–	Sell
2021 Q4	$396K	Buy
2021 Q3	$272K	Buy
2019 Q1	–	Sell
2018 Q4	$217K	Buy