Cherry Tree Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Buy	3,026 +652	+27%	+$54.9K	0.05%	145
2025 Q4	$184K	Sell	2,374 -624	-21%	-$48.7K	0.04%	169
2025 Q3	$235K	Sell	2,998 -256	-8%	-$20.7K	0.05%	147
2025 Q2	$263K	Hold	3,254	–	–	0.06%	139
2025 Q1	$266K	Buy	3,254 +624	+24%	+$49.8K	0.06%	140
2024 Q4	$207K	Hold	2,630	–	–	0.05%	155
2024 Q3	$218K	Hold	2,630	–	–	0.05%	158
2024 Q2	$201K	Hold	2,630	–	–	0.05%	159
2024 Q1	$201K	Hold	2,630	–	–	0.05%	156
2023 Q4	$189K	Hold	2,630	–	–	0.05%	153
2023 Q3	$181K	Hold	2,630	–	–	0.05%	148
2023 Q2	$195K	Buy	+2,630	New	+$197K	0.06%	143