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Sherman Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
4,744
+2,667
+128% +$580K 0.91% 23
2025
Q1
$410K Sell
2,077
-376
-15% -$74.2K 0.39% 39
2024
Q4
$550K Buy
+2,453
New +$550K 0.5% 33