Ipsen Advisor Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Ipsen Advisor Group’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 Q2	$224K	Buy
2025 Q1	$203K	Buy
2024 Q4	$230K	Buy