Carret Asset 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	$205K	Buy	+944	New	+$205K	0.02%	268
2025 Q1	–	Sell	-944	Closed	-$212K	–	284
2024 Q4	$212K	Buy	+944	New	+$212K	0.02%	266