Legacy Wealth Management (Tennessee)’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
Sell
-4,552
Closed -$372K 41
2025
Q1
$372K Sell
4,552
-66
-1% -$5.39K 0.02% 30
2024
Q4
$363K Buy
4,618
+466
+11% +$36.6K 0.02% 34
2024
Q3
$345K Buy
+4,152
New +$345K 0.02% 34