RWA
Rooted Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
127,848
+7,203
| +6% | +$582K | 3.57% | 9 |
|
|
2025
Q1 | $9.47M | Buy |
120,645
+1,867
| +2% | +$146K | 4.08% | 7 |
|
|
2024
Q4 | $9.17M | Buy |
118,778
+18,819
| +19% | +$1.45M | 3.59% | 9 |
|
|
2024
Q3 | $8.06M | Buy |
99,959
+33,598
| +51% | +$2.71M | 3.6% | 8 |
|
|
2024
Q2 | $5.2M | Buy |
66,361
+6,912
| +12% | +$542K | 2.3% | 14 |
|
|
2024
Q1 | $4.48M | Buy |
59,449
+2,973
| +5% | +$224K | 2.21% | 14 |
|
|
2023
Q4 | $4.17M | Buy |
56,476
+8,078
| +17% | +$597K | 2.18% | 14 |
|
|
2023
Q3 | $3.36M | Buy |
48,398
+6,951
| +17% | +$483K | 2.07% | 15 |
|
|
2023
Q2 | $3.09M | Buy |
41,447
+10,919
| +36% | +$815K | 2.09% | 16 |
|
|
2023
Q1 | $2.3M | Buy |
30,528
+2,326
| +8% | +$175K | 1.7% | 15 |
|
|
2022
Q4 | $2.1M | Buy |
+28,202
| New | +$2.1M | 1.76% | 14 |
|