Brendel Financial 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 Q1	–	Sell	-3,581	Closed	-$803K	–	108
2024 Q4	$803K	Sell	3,581 -426	-11%	-$95.5K	0.49%	48
2024 Q3	$803K	Buy	+4,007	New	+$803K	0.46%	49