Family 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	$2.83K	Hold	13	–	–	﹤0.01%	216
2025 Q1	$2.57K	Hold	13	–	–	﹤0.01%	199
2024 Q4	$2.92K	Buy	+13	New	+$2.92K	﹤0.01%	183