Vickerman Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2M	Sell	102,892 -7,184	-7%	-$840K	2.36%	10
2025 Q4	$13.1M	Buy	110,076 +18,478	+20%	+$2.19M	2.63%	9
2025 Q3	$11M	Buy	91,598 +1,372	+2%	+$157K	2.22%	11
2025 Q2	$9.8M	Buy	90,226 +4,492	+5%	+$459K	2.11%	11
2025 Q1	$8.46M	Buy	85,734 +7,900	+10%	+$857K	1.92%	14
2024 Q4	$8.73M	Sell	77,834 -1,282	-2%	-$137K	2.37%	10
2024 Q3	$7.93M	Buy	79,116 +894	+1%	+$83.6K	2.33%	11
2024 Q2	$7.13M	Sell	78,222 -962	-1%	-$85.5K	2.29%	11
2024 Q1	$7.28M	Buy	79,184 +536	+0.7%	+$47.7K	2.35%	10
2023 Q4	$7.03M	Sell	78,648 -4,886	-6%	-$405K	2.4%	10
2023 Q3	$6.72M	Sell	83,534 -1,886	-2%	-$159K	2.75%	9
2023 Q2	$7.25M	Sell	85,420 -8,666	-9%	-$664K	2.83%	7
2023 Q1	$7.03M	Buy	94,086 +8,398	+10%	+$602K	2.78%	7
2022 Q4	$5.53M	Buy	85,688 +6,678	+8%	+$466K	2.51%	9
2022 Q3	$5.63M	Buy	79,010 +4,334	+6%	+$339K	2.72%	6
2022 Q2	$5.13M	Buy	74,676 +4,468	+6%	+$352K	2.43%	9
2022 Q1	$5.55M	Buy	70,208 +5,060	+8%	+$463K	2.46%	11
2021 Q4	$6.66M	Sell	65,148 -7,224	-10%	-$720K	2.69%	12
2021 Q3	$6.49M	Buy	+72,372	New	+$6.57M	2.6%	12