Main Management Fund Advisors’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 Q4	–	Sell	-745,200	Closed	-$89.3M	–	10
2025 Q3	$89.3M	Buy	745,200 +114,200	+18%	+$13.1M	8.65%	6
2025 Q2	$68.6M	Buy	631,000 +46,000	+8%	+$4.7M	8.18%	6
2025 Q1	$57.8M	Buy	585,000 +55,600	+11%	+$6.03M	8.47%	6
2024 Q4	$59.4M	Buy	+529,400	New	+$56.6M	9.07%	5
2023 Q4	–	Sell	-439,800	Closed	-$35.4M	–	10
2023 Q3	$35.4M	Buy	439,800 +58,800	+15%	+$4.97M	10.29%	5
2023 Q2	$32.3M	Buy	381,000 +71,800	+23%	+$5.5M	10.42%	4
2023 Q1	$23.1M	Buy	309,200 +56,800	+23%	+$4.07M	10.08%	4
2022 Q4	$16.3M	Buy	+252,400	New	+$17.6M	10.28%	2