Sequent Planning’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Sequent Planning’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.97M	Buy
2025 Q2	$2.24M	Buy
2025 Q1	$1.49M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	$783K	Buy
2024 Q2	$589K	Buy
2024 Q1	$553K	Buy