Mutual Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Mutual Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Sell	18,814 -5,066	-21%	-$413K	0.04%	382
2025 Q1	$1.93M	Buy	23,880 +5,276	+28%	+$427K	0.06%	288
2024 Q4	$1.43M	Sell	18,604 -1,699	-8%	-$130K	0.04%	368
2024 Q3	$1.66M	Sell	20,303 -11,318	-36%	-$925K	0.05%	319
2024 Q2	$2.48M	Sell	31,621 -10,644	-25%	-$836K	0.08%	239
2024 Q1	$3.23M	Sell	42,265 -4,229	-9%	-$323K	0.1%	188
2023 Q4	$3.35M	Buy	46,494 +5,889	+15%	+$424K	0.12%	177
2023 Q3	$2.79M	Buy	40,605 +5,514	+16%	+$379K	0.11%	177
2023 Q2	$2.6M	Sell	35,091 -2,321	-6%	-$172K	0.1%	201
2023 Q1	$2.8M	Sell	37,412 -55,052	-60%	-$4.11M	0.11%	183
2022 Q4	$6.89M	Sell	92,464 -43,460	-32%	-$3.24M	0.31%	67
2022 Q3	$9.07M	Buy	135,924 +75,751	+126%	+$5.05M	0.47%	32
2022 Q2	$4.34M	Buy	60,173 +19,329	+47%	+$1.4M	0.29%	80
2022 Q1	$3.1M	Sell	40,844 -1,834	-4%	-$139K	0.17%	132
2021 Q4	$3.29M	Buy	42,678 +26,281	+160%	+$2.03M	0.17%	134
2021 Q3	$1.13M	Sell	16,397 -20,152	-55%	-$1.39M	0.07%	329
2021 Q2	$2.56M	Buy	36,549 +19,594	+116%	+$1.37M	0.15%	169
2021 Q1	$1.16M	Sell	16,955 -11,877	-41%	-$811K	0.08%	298
2020 Q4	$1.95M	Sell	28,832 -17,405	-38%	-$1.17M	0.14%	168
2020 Q3	$2.96M	Buy	46,237 +2,478	+6%	+$159K	0.26%	84
2020 Q2	$2.57M	Buy	43,759 +33,941	+346%	+$1.99M	0.25%	90
2020 Q1	$535K	Sell	9,818 -11,577	-54%	-$631K	0.07%	277
2019 Q4	$1.35M	Sell	21,395 -1,327	-6%	-$83.5K	0.14%	173
2019 Q3	$1.4M	Sell	22,722 -1,405	-6%	-$86.3K	0.18%	137
2019 Q2	$1.4M	Buy	24,127 +934	+4%	+$54.2K	0.18%	135
2019 Q1	$1.3M	Buy	23,193 +10,411	+81%	+$584K	0.19%	129
2018 Q4	$649K	Sell	12,782 -3,927	-24%	-$199K	0.13%	194
2018 Q3	$901K	Buy	16,709 +1,288	+8%	+$69.5K	0.14%	183
2018 Q2	$795K	Buy	15,421 +356	+2%	+$18.4K	0.18%	172
2018 Q1	$793K	Buy	15,065 +6,575	+77%	+$346K	0.2%	165
2017 Q4	$483K	Buy	+8,490	New	+$483K	0.18%	157