AssuredPartners Investment Advisors’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	-1,221	Closed	-$241K	–	338
2025 Q1	$241K	Sell	1,221 -101	-8%	-$19.9K	0.05%	291
2024 Q4	$297K	Buy	+1,322	New	+$297K	0.06%	275