Phillips Wealth Planners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Buy
2025
Q2
$693K Buy
2025
Q1
$662K Sell
2024
Q4
$661K Buy
2024
Q3
$608K Buy
2024
Q2
$462K Buy
2024
Q1
$435K Sell
2023
Q4
$695K Sell
2023
Q3
$779K Buy
2023
Q2
$795K Buy
2023
Q1
$737K Buy
2022
Q4
$698K Buy