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

Heartwood Wealth Advisors’s Portfolio XLP Stock Details XLP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40K	Buy
2023 Q3	–	Sell
2023 Q2	$506K	Buy
2020 Q1	–	Sell
2019 Q4	$442K	Buy