PCG Wealth Advisors’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
$3.18M Sell
38,734
-136
-0.3% -$11.5K 0.8% 38
2025
Q4
$3.02M Sell
38,870
-366
-0.9% -$28.6K 0.85% 39
2025
Q3
$3.07M Sell
39,236
-473
-1% -$38.2K 0.9% 40
2025
Q2
$3.22M Sell
39,709
-1,027
-3% -$83.3K 1.64% 16
2025
Q1
$3.33M Sell
40,736
-2,536
-6% -$202K 1.16% 26
2024
Q4
$3.4M Sell
43,272
-1,035
-2% -$84K 1.26% 26
2024
Q3
$3.68M Buy
44,307
+700
+2% +$56.2K 1.42% 22
2024
Q2
$3.34M Buy
43,607
+4,562
+12% +$348K 1.45% 24
2024
Q1
$2.98M Buy
+39,045
New +$2.89M 1.42% 28
2023
Q1
Sell
-15,609
Closed -$1.16M 122
2022
Q4
$1.16M Buy
+15,609
New +$1.14M 0.74% 32

Other funds holding XLP