Institutional & Family Asset 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
2023 Q3	–	Sell	-7	Closed	-$519	–	774
2023 Q2	$519	Buy	+7	New	+$525	﹤0.01%	680
2021 Q4	–	Sell	-643	Closed	-$44K	–	947
2021 Q3	$44K	Sell	643 -698	-52%	-$49.8K	0.01%	350
2021 Q2	$94K	Buy	1,341 +370	+38%	+$25.9K	0.02%	252
2021 Q1	$66K	Buy	971 +840	+641%	+$55.2K	0.01%	320
2020 Q4	$9K	Hold	131	–	–	﹤0.01%	560
2020 Q3	$8K	Hold	131	–	–	﹤0.01%	530
2020 Q2	$8K	Sell	131 -373	-74%	-$21.8K	﹤0.01%	523
2020 Q1	$27K	Sell	504 -121	-19%	-$7.34K	0.01%	331
2019 Q4	$39K	Hold	625	–	–	0.01%	342
2019 Q3	$38K	Hold	625	–	–	0.01%	320
2019 Q2	$36K	Hold	625	–	–	0.01%	350
2019 Q1	$35K	Buy	+625	New	+$33.4K	0.01%	364