INDEPENDENT FINANCIAL GROUP, LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.16M Sell
2025
Q4
$4.15M Buy
2025
Q3
$4.14M Sell
2025
Q2
$4.26M Buy