CWM

CMH Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	+1,290	New	+$280K	0.07%	50
2023 Q1	–	Sell	-38,484	Closed	-$4.97M	–	50
2022 Q4	$4.97M	Buy	+38,484	New	+$4.97M	1.6%	29