Peak Financial 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	$213K	Buy	+981	New	+$213K	0.06%	91
2025 Q1	–	Sell	-981	Closed	-$220K	–	108
2024 Q4	$220K	Sell	981 -174	-15%	-$39K	0.07%	92
2024 Q3	$231K	Hold	1,155	–	–	0.07%	88
2024 Q2	$211K	Buy	+1,155	New	+$211K	0.07%	91