Roehl & Yi Investment 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
$327K Hold
2025
Q4
$309K Hold
2025
Q3
$312K Hold
2025
Q2
$323K Hold
2025
Q1
$325K Hold
2024
Q4
$313K Buy