Tolleson Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Tolleson Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Hold
2025 Q1	$331K	Hold
2024 Q4	$319K	Buy
2023 Q1	–	Sell
2022 Q4	$902K	Hold
2022 Q3	$807K	Buy