PlanWiser Financial’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	$3.04M	Buy	13,440 +2,792	+26%	+$631K	2.59%	14
2025 Q1	$2.12M	Buy	+10,648	New	+$2.12M	1.92%	23