Total Wealth Planning & Management’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	$402K	Buy	+1,848	New	+$402K	0.33%	108
2025 Q1	–	Sell	-1,342	Closed	-$301K	–	200
2024 Q4	$301K	Buy	+1,342	New	+$301K	0.27%	116