Litman Gregory Wealth 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
2025 Q4	$255K	Buy	3,288 +175	+6%	+$13.7K	0.02%	134
2025 Q3	$244K	Sell	3,113 -53	-2%	-$4.28K	0.02%	135
2025 Q2	$256K	Hold	3,166	–	–	0.02%	123
2025 Q1	$259K	Hold	3,166	–	–	0.02%	123
2024 Q4	$249K	Sell	3,166 -49	-2%	-$3.98K	0.02%	119
2024 Q3	$267K	Hold	3,215	–	–	0.02%	120
2024 Q2	$246K	Hold	3,215	–	–	0.02%	120
2024 Q1	$245K	Buy	+3,215	New	+$238K	0.02%	117
2019 Q3	–	Sell	-10	Closed	-$1K	–	241
2019 Q2	$1K	Buy	+10	New	+$573	﹤0.01%	239
2018 Q4	–	Sell	-93	Closed	-$5K	–	158
2018 Q3	$5K	Hold	93	–	–	﹤0.01%	102
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	87
2018 Q1	$5K	Buy	+93	New	+$5.12K	﹤0.01%	153