Premier Path Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.2M	Sell	84,437 -460	-0.5%	-$53.8K	1.2%	16
2025 Q4	$10.1M	Sell	84,897 -6,655	-7%	-$789K	1.31%	15
2025 Q3	$11M	Sell	91,552 -5,448	-6%	-$623K	1.41%	12
2025 Q2	$10.5M	Sell	97,000 -2,602	-3%	-$266K	1.47%	11
2025 Q1	$9.83M	Buy	99,602 +8,500	+9%	+$922K	1.53%	9
2024 Q4	$10.2M	Sell	91,102 -4,980	-5%	-$533K	1.56%	8
2024 Q3	$9.63M	Buy	96,082 +5,014	+6%	+$469K	1.52%	10
2024 Q2	$8.31M	Buy	91,068 +688	+0.8%	+$61.1K	1.42%	11
2024 Q1	$8.31M	Buy	90,380 +13,982	+18%	+$1.25M	1.56%	10
2023 Q4	$6.92M	Buy	+76,398	New	+$6.33M	1.53%	8