Butensky & Cohen Financial Security’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Butensky & Cohen Financial Security’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Buy	34,161 +1,230	+4%	+$99.6K	0.82%	63
2025 Q1	$2.69M	Buy	32,931 +758	+2%	+$61.9K	0.82%	64
2024 Q4	$2.53M	Buy	32,173 +989	+3%	+$77.7K	0.8%	62
2024 Q3	$2.59M	Sell	31,184 -570	-2%	-$47.3K	0.77%	66
2024 Q2	$2.43M	Buy	31,754 +271	+0.9%	+$20.8K	0.77%	65
2024 Q1	$2.4M	Buy	31,483 +345	+1%	+$26.3K	0.75%	64
2023 Q4	$2.24M	Buy	31,138 +770	+3%	+$55.5K	0.75%	65
2023 Q3	$2.09M	Sell	30,368 -153	-0.5%	-$10.5K	0.76%	64
2023 Q2	$2.26M	Buy	30,521 +160	+0.5%	+$11.9K	0.81%	63
2023 Q1	$2.27M	Sell	30,361 -507	-2%	-$37.9K	0.82%	62
2022 Q4	$2.3M	Buy	30,868 +137	+0.4%	+$10.2K	0.85%	58
2022 Q3	$2.05M	Sell	30,731 -297	-1%	-$19.8K	0.85%	61
2022 Q2	$2.24M	Buy	31,028 +546	+2%	+$39.4K	0.92%	61
2022 Q1	$2.31M	Buy	30,482 +945	+3%	+$71.7K	0.81%	67
2021 Q4	$2.28M	Buy	29,537 +1,018	+4%	+$78.5K	0.81%	65
2021 Q3	$1.96M	Buy	28,519 +975	+4%	+$67.1K	0.78%	70
2021 Q2	$1.93M	Buy	27,544 +586	+2%	+$41K	0.76%	68
2021 Q1	$1.84M	Buy	26,958 +1,080	+4%	+$73.8K	0.76%	68
2020 Q4	$1.75M	Buy	25,878 +312	+1%	+$21K	0.79%	65
2020 Q3	$1.64M	Buy	25,566 +583	+2%	+$37.4K	0.87%	64
2020 Q2	$1.47M	Buy	24,983 +2,260	+10%	+$133K	0.83%	65
2020 Q1	$1.24M	Buy	22,723 +588	+3%	+$32K	0.93%	58
2019 Q4	$1.39M	Buy	22,135 +235	+1%	+$14.8K	0.8%	61
2019 Q3	$1.35M	Buy	21,900 +759	+4%	+$46.6K	0.81%	61
2019 Q2	$1.23M	Buy	21,141 +1,170	+6%	+$68K	0.82%	62
2019 Q1	$1.12M	Buy	19,971 +247	+1%	+$13.9K	0.81%	62
2018 Q4	$1M	Buy	19,724 +165	+0.8%	+$8.37K	0.89%	58
2018 Q3	$1.06M	Buy	19,559 +1,327	+7%	+$71.6K	0.85%	61
2018 Q2	$939K	Buy	18,232 +1,564	+9%	+$80.6K	0.79%	65
2018 Q1	$877K	Buy	16,668 +982	+6%	+$51.7K	0.77%	64
2017 Q4	$892K	Buy	15,686 +1,756	+13%	+$99.9K	0.74%	66
2017 Q3	$752K	Buy	13,930 +1,168	+9%	+$63.1K	0.67%	68
2017 Q2	$701K	Buy	12,762 +452	+4%	+$24.8K	0.63%	70
2017 Q1	$672K	Buy	12,310 +705	+6%	+$38.5K	0.61%	67
2016 Q4	$600K	Buy	11,605 +510	+5%	+$26.4K	0.55%	67
2016 Q3	$590K	Buy	11,095 +180	+2%	+$9.57K	0.57%	65
2016 Q2	$602K	Sell	10,915 -620	-5%	-$34.2K	0.59%	64
2016 Q1	$612K	Buy	11,535 +220	+2%	+$11.7K	0.59%	65
2015 Q4	$571K	Buy	11,315 +415	+4%	+$20.9K	0.56%	65
2015 Q3	$514K	Buy	10,900 +495	+5%	+$23.3K	0.55%	65
2015 Q2	$495K	Buy	10,405 +565	+6%	+$26.9K	0.5%	68
2015 Q1	$480K	Sell	9,840 -100	-1%	-$4.88K	0.48%	69
2014 Q4	$482K	Buy	+9,940	New	+$482K	0.48%	69