WMS Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

WMS Partners’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$494K	Sell
2024 Q3	$454K	Buy
2022 Q1	–	Sell
2021 Q4	$203K	Buy
2019 Q3	–	Sell
2019 Q2	$306K	Buy