CAWM
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Sell
38,517
-549
-1% -$44.5K 0.49% 47
2025
Q1 		$3.19M Buy
39,066
+2,594
+7% +$212K 0.56% 43
2024
Q4 		$2.87M Buy
36,472
+1,317
+4% +$104K 0.51% 42
2024
Q3 		$2.92M Buy
+35,155
New +$2.92M 0.54% 40