Aspen Investment Management’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
-5,410
Closed -$1.07M 157
2025
Q1
$1.07M Buy
5,410
+1,495
+38% +$295K 0.49% 59
2024
Q4
$878K Buy
3,915
+1,895
+94% +$425K 0.41% 70
2024
Q3
$405K Buy
+2,020
New +$405K 0.19% 110