Sagespring Wealth Partners’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	$330K	Sell	1,519 -104	-6%	-$22.6K	0.01%	549
2025 Q1	$321K	Buy	1,623 +119	+8%	+$23.5K	0.01%	492
2024 Q4	$337K	Buy	+1,504	New	+$337K	0.01%	444