Carret Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Carret Asset Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Hold
2025 Q2	$205K	Buy
2025 Q1	–	Sell
2024 Q4	$212K	Buy