Ipsen Advisor Group’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	$224K	Buy	1,031 +2	+0.2%	+$435	0.17%	93
2025 Q1	$203K	Buy	1,029 +2	+0.2%	+$395	0.17%	93
2024 Q4	$230K	Buy	+1,027	New	+$230K	0.2%	85