Luminist Capital’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	$805K	Buy	3,687 +3,293	+836%	+$719K	0.8%	27
2025 Q1	$78.7K	Sell	394 -2,152	-85%	-$430K	0.08%	53
2024 Q4	$571K	Buy	+2,546	New	+$571K	0.99%	15