Mark Sheptoff Financial Planning’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 Q3	–	Sell	-139	Closed	-$11.3K	–	551
2025 Q2	$11.3K	Hold	139	–	–	0.01%	326
2025 Q1	$11.4K	Sell	139 -300	-68%	-$23.9K	0.01%	307
2024 Q4	$34.5K	Hold	439	–	–	0.02%	206
2024 Q3	$36.4K	Hold	439	–	–	0.02%	190
2024 Q2	$33.6K	Buy	439 +139	+46%	+$10.6K	0.02%	209
2024 Q1	$22.9K	Hold	300	–	–	0.01%	227
2023 Q4	$21.6K	Hold	300	–	–	0.01%	220
2023 Q3	$20.6K	Hold	300	–	–	0.01%	208
2023 Q2	$22.3K	Hold	300	–	–	0.01%	217
2023 Q1	$22.4K	Hold	300	–	–	0.01%	212
2022 Q4	$22.4K	Hold	300	–	–	0.01%	212
2022 Q3	$20K	Hold	300	–	–	0.01%	209
2022 Q2	$22K	Hold	300	–	–	0.01%	215
2022 Q1	$23K	Hold	300	–	–	0.01%	236
2021 Q4	$23K	Hold	300	–	–	0.01%	246
2021 Q3	$21K	Hold	300	–	–	0.01%	243
2021 Q2	$21K	Hold	300	–	–	0.01%	267
2021 Q1	$20K	Hold	300	–	–	0.01%	234
2020 Q4	$20K	Hold	300	–	–	0.01%	221
2020 Q3	$19K	Sell	300 -341	-53%	-$21.5K	0.01%	193
2020 Q2	$38K	Hold	641	–	–	0.02%	160
2020 Q1	$35K	Buy	641 +300	+88%	+$18.2K	0.03%	154
2019 Q4	$21K	Hold	341	–	–	0.01%	213
2019 Q3	$21K	Hold	341	–	–	0.01%	208
2019 Q2	$20K	Hold	341	–	–	0.01%	213
2019 Q1	$19K	Buy	341 +41	+14%	+$2.19K	0.01%	214
2018 Q4	$15K	Hold	300	–	–	0.01%	207
2018 Q3	$16K	Hold	300	–	–	0.01%	258
2018 Q2	$15K	Hold	300	–	–	0.01%	248
2018 Q1	$16K	Hold	300	–	–	0.01%	250
2017 Q4	$17K	Hold	300	–	–	0.01%	247
2017 Q3	$16K	Hold	300	–	–	0.01%	255
2017 Q2	$16K	Sell	300 -1	-0.3%	-$56	0.01%	244
2017 Q1	$16K	Buy	301 +1	+0.3%	+$54	0.01%	250
2016 Q4	$16K	Hold	300	–	–	0.01%	240
2016 Q3	$16K	Hold	300	–	–	0.01%	237
2016 Q2	$17K	Hold	300	–	–	0.01%	220
2016 Q1	$16K	Hold	300	–	–	0.01%	225
2015 Q4	$15K	Buy	+300	New	+$14.9K	0.01%	244