Holistic Planning’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Buy	13,848 +903	+7%	+$73.1K	0.32%	60
2025 Q1	$1.06M	Buy	12,945 +864	+7%	+$70.6K	0.36%	53
2024 Q4	$950K	Buy	12,081 +8,667	+254%	+$681K	0.34%	57
2024 Q3	$283K	Buy	+3,414	New	+$283K	0.12%	122