Polymer Capital Management (HK)’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	$2.39M	Hold	11,000	–	–	0.36%	69
2025 Q1	$2.17M	Sell	11,000 -10,000	-48%	-$1.97M	0.37%	60
2024 Q4	$4.71M	Buy	21,000 +14,600	+228%	+$3.28M	0.82%	30
2024 Q3	$1.28M	Buy	6,400 +4,500	+237%	+$902K	0.3%	74
2024 Q2	$347K	Buy	+1,900	New	+$347K	0.07%	120