Capital Advisors Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Capital Advisors Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.07M	Buy
2025 Q2	$3.12M	Sell
2025 Q1	$3.19M	Buy
2024 Q4	$2.87M	Buy
2024 Q3	$2.92M	Buy