Narus Financial Partners’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
2026 Q1	$943K	Buy	11,509 +1,676	+17%	+$141K	0.25%	64
2025 Q4	$764K	Sell	9,833 -2,796	-22%	-$218K	0.21%	73
2025 Q3	$990K	Buy	12,629 +1,372	+12%	+$111K	0.27%	60
2025 Q2	$911K	Buy	11,257 +7,400	+192%	+$600K	0.28%	54
2025 Q1	$315K	Sell	3,857 -3,151	-45%	-$251K	0.11%	110
2024 Q4	$551K	Sell	7,008 -984	-12%	-$79.9K	0.19%	74
2024 Q3	$663K	Buy	7,992 +672	+9%	+$54K	0.24%	63
2024 Q2	$561K	Sell	7,320 -511	-7%	-$39K	0.23%	68
2024 Q1	$598K	Buy	7,831 +269	+4%	+$19.9K	0.26%	65
2023 Q4	$545K	Sell	7,562 -4,242	-36%	-$294K	0.26%	64
2023 Q3	$812K	Sell	11,804 -929	-7%	-$68K	0.42%	45
2023 Q2	$944K	Buy	12,733 +1,201	+10%	+$90.1K	0.49%	40
2023 Q1	$862K	Sell	11,532 -166	-1%	-$12.1K	0.47%	40
2022 Q4	$872K	Buy	11,698 +737	+7%	+$53.7K	0.5%	37
2022 Q3	$731K	Sell	10,961 -2,606	-19%	-$191K	0.46%	38
2022 Q2	$979K	Sell	13,567 -2,791	-17%	-$210K	0.62%	30
2022 Q1	$1.24M	Buy	+16,358	New	+$1.23M	0.69%	21
2021 Q1	$763K	Buy	+11,174	New	+$735K	0.45%	32
2019 Q4	$630K	Buy	10,011 +955	+11%	+$58.8K	0.44%	24
2019 Q3	$556K	Buy	9,056 +421	+5%	+$25.3K	0.41%	25
2019 Q2	$501K	Buy	+8,635	New	+$494K	0.39%	30