Retirement Planning Group (Kansas)’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	$4.6M	Sell	42,219 -2,196	-5%	-$257K	0.14%	68
2025 Q4	$5.3M	Sell	44,415 -5,245	-11%	-$622K	0.17%	54
2025 Q3	$5.95M	Buy	49,660 +1,648	+3%	+$189K	0.21%	49
2025 Q2	$5.22M	Sell	48,012 -2,972	-6%	-$304K	0.22%	42
2025 Q1	$5.03M	Buy	50,984 +4,932	+11%	+$535K	0.24%	40
2024 Q4	$5.17M	Buy	46,052 +1,936	+4%	+$207K	0.26%	39
2024 Q3	$4.42M	Sell	44,116 -1,028	-2%	-$96.1K	0.24%	50
2024 Q2	$4.12M	Buy	45,144 +2,106	+5%	+$187K	0.26%	40
2024 Q1	$3.96M	Buy	43,038 +34,484	+403%	+$3.07M	0.3%	41
2023 Q4	$765K	Buy	+8,554	New	+$708K	0.07%	95