TWM
Tolleson Wealth Management’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 | $328K | Hold |
4,053
| – | – | 0.06% | 70 |
|
|
2025
Q1 | $331K | Hold |
4,053
| – | – | 0.06% | 71 |
|
|
2024
Q4 | $319K | Buy |
+4,053
| New | +$319K | 0.07% | 78 |
|
|
2023
Q1 | – | Sell |
-12,098
| Closed | -$902K | – | 78 |
|
|
2022
Q4 | $902K | Hold |
12,098
| – | – | 0.24% | 47 |
|
|
2022
Q3 | $807K | Buy |
+12,098
| New | +$807K | 0.24% | 43 |
|