Simplicity Wealth’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	$1.69M	Buy	20,556 +2,328	+13%	+$196K	0.1%	208
2025 Q4	$1.42M	Buy	18,228 +2,732	+18%	+$213K	0.08%	227
2025 Q3	$1.21M	Sell	15,496 -8,810	-36%	-$712K	0.07%	261
2025 Q2	$1.97M	Buy	24,306 +12,145	+100%	+$985K	0.08%	221
2025 Q1	$993K	Buy	+12,161	New	+$971K	0.08%	258
2024 Q4	–	Sell	-7,879	Closed	-$654K	–	524
2024 Q3	$654K	Buy	7,879 +2,101	+36%	+$169K	0.06%	253
2024 Q2	$442K	Sell	5,778 -48,052	-89%	-$3.67M	0.01%	804
2024 Q1	$4.11M	Buy	53,830 +44,789	+495%	+$3.31M	0.1%	211
2023 Q4	$651K	Buy	+9,041	New	+$626K	0.25%	64
2022 Q4	–	Sell	-5,079	Closed	-$339K	–	99
2022 Q3	$339K	Sell	5,079 -110	-2%	-$8.06K	0.46%	51
2022 Q2	$375K	Sell	5,189 -4,278	-45%	-$321K	0.55%	44
2022 Q1	$718K	Sell	9,467 -31,520	-77%	-$2.37M	0.7%	39
2021 Q4	$3.16M	Buy	+40,987	New	+$2.97M	1.7%	24