Modern Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Modern Wealth Management’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	$291K	Buy
2025 Q1	$240K	Buy
2024 Q4	$273K	Buy
2024 Q3	$243K	Buy
2024 Q2	$221K	Buy