HHRDM
H&H Retirement Design & Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
74,789
+6,472
| +9% | +$523K | 3.32% | 7 |
|
|
2025
Q1 | $5.54M | Sell |
68,317
-38
| -0.1% | -$3.08K | 3.69% | 6 |
|
|
2024
Q4 | $5.62M | Buy |
68,355
+1,954
| +3% | +$161K | 3.41% | 6 |
|
|
2024
Q3 | $5.48M | Buy |
66,401
+2,305
| +4% | +$190K | 3.23% | 7 |
|
|
2024
Q2 | $5.01M | Buy |
64,096
+654
| +1% | +$51.1K | 3.09% | 7 |
|
|
2024
Q1 | $4.77M | Sell |
63,442
-8,932
| -12% | -$671K | 3.15% | 7 |
|
|
2023
Q4 | $5.34M | Buy |
72,374
+5,165
| +8% | +$381K | 3.36% | 7 |
|
|
2023
Q3 | $4.49M | Buy |
67,209
+642
| +1% | +$42.9K | 3.11% | 8 |
|
|
2023
Q2 | $4.93M | Buy |
66,567
+433
| +0.7% | +$32.1K | 3.27% | 7 |
|
|
2023
Q1 | $5M | Buy |
66,134
+61,153
| +1,228% | +$4.63M | 3.18% | 7 |
|
|
2022
Q4 | $372K | Buy |
4,981
+70
| +1% | +$5.23K | 0.31% | 53 |
|
|
2022
Q3 | $332K | Buy |
4,911
+5
| +0.1% | +$338 | 0.31% | 54 |
|
|
2022
Q2 | $370K | Buy |
+4,906
| New | +$370K | 0.27% | 59 |
|