The Family Firm’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

The Family Firm’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,023	Closed	-$574K	–	211
2025 Q1	$574K	Buy	7,023 +37	+0.5%	+$3.02K	0.13%	105
2024 Q4	$549K	Buy	6,986 +1,023	+17%	+$80.4K	0.12%	106
2024 Q3	$495K	Buy	5,963 +31	+0.5%	+$2.57K	0.11%	118
2024 Q2	$454K	Buy	5,932 +45	+0.8%	+$3.45K	0.1%	120
2024 Q1	$450K	Buy	5,887 +42	+0.7%	+$3.21K	0.11%	124
2023 Q4	$421K	Buy	5,845 +1,983	+51%	+$143K	0.11%	119
2023 Q3	$266K	Buy	3,862 +26	+0.7%	+$1.79K	0.07%	146
2023 Q2	$285K	Buy	3,836 +28	+0.7%	+$2.08K	0.08%	147
2023 Q1	$285K	Buy	3,808 +18	+0.5%	+$1.35K	0.08%	147
2022 Q4	$283K	Buy	3,790 +26	+0.7%	+$1.94K	0.08%	149
2022 Q3	$251K	Sell	3,764 -2,083	-36%	-$139K	0.08%	152
2022 Q2	$422K	Buy	5,847 +40	+0.7%	+$2.89K	0.12%	107
2022 Q1	$441K	Sell	5,807 -364	-6%	-$27.6K	0.12%	108
2021 Q4	$476K	Buy	6,171 +41	+0.7%	+$3.16K	0.12%	103
2021 Q3	$434K	Sell	6,130 -324	-5%	-$22.9K	0.11%	108
2021 Q2	$452K	Buy	6,454 +41	+0.6%	+$2.87K	0.12%	106
2021 Q1	$438K	Buy	6,413 +701	+12%	+$47.9K	0.13%	103
2020 Q4	$375K	Sell	5,712 -854	-13%	-$56.1K	0.11%	108
2020 Q3	$421K	Sell	6,566 -31	-0.5%	-$1.99K	0.15%	94
2020 Q2	$387K	Sell	6,597 -178	-3%	-$10.4K	0.14%	99
2020 Q1	$369K	Buy	6,775 +33	+0.5%	+$1.8K	0.16%	92
2019 Q4	$425K	Sell	6,742 -172	-2%	-$10.8K	0.14%	96
2019 Q3	$425K	Sell	6,914 -446	-6%	-$27.4K	0.15%	88
2019 Q2	$427K	Buy	7,360 +51	+0.7%	+$2.96K	0.15%	86
2019 Q1	$410K	Buy	7,309 +36	+0.5%	+$2.02K	0.15%	89
2018 Q4	$369K	Sell	7,273 -749	-9%	-$38K	0.15%	87
2018 Q3	$433K	Buy	8,022 +383	+5%	+$20.7K	0.16%	83
2018 Q2	$394K	Buy	7,639 +489	+7%	+$25.2K	0.15%	89
2018 Q1	$376K	Buy	7,150 +1,107	+18%	+$58.2K	0.15%	89
2017 Q4	$344K	Buy	+6,043	New	+$344K	0.14%	93
2015 Q4	–	Sell	-4,525	Closed	-$214K	–	111
2015 Q3	$214K	Buy	4,525 +13	+0.3%	+$615	0.12%	93
2015 Q2	$215K	Buy	+4,512	New	+$215K	0.11%	98