SMART Wealth’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 Q1	–	Sell	-7,471	Closed	-$1.68M	–	172
2024 Q4	$1.68M	Buy	7,471 +2,189	+41%	+$491K	0.6%	56
2024 Q3	$1.06M	Sell	5,282 -378	-7%	-$75.7K	0.41%	54
2024 Q2	$1.03M	Buy	5,660 +1,056	+23%	+$193K	0.42%	53
2024 Q1	$847K	Buy	+4,604	New	+$847K	0.38%	51