Congress Wealth Management’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
2025 Q2	$27.8M	Sell	255,910 -177,102	-41%	-$18.1M	0.27%	89
2025 Q1	$42.8M	Sell	433,012 -179,670	-29%	-$19.5M	0.51%	40
2024 Q4	$68.7M	Buy	612,682 +351,928	+135%	+$37.6M	0.94%	14
2024 Q3	$26.1M	Sell	260,754 -1,598	-0.6%	-$149K	0.35%	71
2024 Q2	$23.9M	Sell	262,352 -2,434	-0.9%	-$216K	0.38%	58
2024 Q1	$24.3M	Sell	264,786 -241,466	-48%	-$21.5M	0.42%	53
2023 Q4	$45.3M	Sell	506,252 -27,822	-5%	-$2.3M	0.83%	23
2023 Q3	$43M	Buy	534,074 +9,250	+2%	+$782K	0.89%	19
2023 Q2	$44.6M	Sell	524,824 -365,970	-41%	-$28M	1.03%	18
2023 Q1	$66.6M	Sell	890,794 -5,200	-0.6%	-$373K	1.61%	11
2022 Q4	$57.9M	Sell	895,994 -211,058	-19%	-$14.7M	1.49%	11
2022 Q3	$78.8M	Buy	1,107,052 +406,412	+58%	+$31.8M	2.13%	7
2022 Q2	$48.2M	Buy	700,640 +1,674	+0.2%	+$132K	1.23%	15
2022 Q1	$64.7M	Sell	698,966 -404,152	-37%	-$37M	1.41%	13
2021 Q4	$113M	Buy	+1,103,118	New	+$110M	2.25%	2