Roberts Wealth Advisors’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
Q2
$596K Buy
2025
Q1
$598K Sell
2024
Q4
$565K Sell
2024
Q3
$791K Sell
2024
Q2
$770K Sell
2024
Q1
$765K Buy
2023
Q4
$2.25M Buy
2023
Q3
$693K Sell
2023
Q2
$802K Sell
2023
Q1
$838K Buy
2022
Q4
$828K Sell
2022
Q3
$773K Buy
2022
Q2
$827K Buy
2022
Q1
$858K Sell
2021
Q4
$868K Buy
2021
Q3
$761K Buy