Merit Financial Group’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
2026 Q1	$9.79M	Buy	89,868 +36,606	+69%	+$4.28M	0.07%	231
2025 Q4	$6.36M	Buy	53,262 +9,266	+21%	+$1.1M	0.05%	298
2025 Q3	$5.27M	Buy	43,996 +3,266	+8%	+$374K	0.05%	312
2025 Q2	$4.43M	Sell	40,730 -5,030	-11%	-$514K	0.05%	306
2025 Q1	$4.52M	Sell	45,760 -432	-0.9%	-$46.8K	0.07%	240
2024 Q4	$5.18M	Buy	46,192 +1,826	+4%	+$195K	0.09%	178
2024 Q3	$4.44M	Buy	44,366 +1,726	+4%	+$161K	0.1%	159
2024 Q2	$3.89M	Sell	42,640 -230	-0.5%	-$20.4K	0.09%	174
2024 Q1	$3.81M	Buy	42,870 +26,226	+158%	+$2.34M	0.09%	167
2023 Q4	$1.49M	Sell	16,644 -25,512	-61%	-$2.11M	0.05%	240
2023 Q3	$3.39M	Sell	42,156 -1,172	-3%	-$99.1K	0.11%	143
2023 Q2	$3.68M	Buy	43,328 +29,724	+218%	+$2.28M	0.12%	130
2023 Q1	$1.02M	Sell	13,604 -30,190	-69%	-$2.16M	0.04%	290
2022 Q4	$2.83M	Buy	43,794 +7,020	+19%	+$489K	0.1%	147
2022 Q3	$2.62M	Sell	36,774 -7,250	-16%	-$567K	0.11%	126
2022 Q2	$3.03M	Buy	44,024 +33,234	+308%	+$2.62M	0.1%	136
2022 Q1	$998K	Buy	+10,790	New	+$988K	0.06%	153