MPS Loria Financial Planners’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	$320K	Buy	1,474 +2	+0.1%	+$435	0.09%	62
2025 Q1	$291K	Buy	1,472 +3	+0.2%	+$592	0.09%	64
2024 Q4	$330K	Buy	+1,469	New	+$330K	0.1%	60