Modern Wealth Management’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	$291K	Buy	1,337 +119	+10%	+$25.9K	0.01%	607
2025 Q1	$240K	Buy	1,218 +3	+0.2%	+$592	0.01%	590
2024 Q4	$273K	Buy	1,215 +1	+0.1%	+$224	0.01%	479
2024 Q3	$243K	Buy	1,214 +1	+0.1%	+$200	0.01%	381
2024 Q2	$221K	Buy	+1,213	New	+$221K	0.02%	368