Waverly Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Waverly Advisors’s Portfolio XLP Stock Details XLP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.69M	Buy
2025 Q2	$5.54M	Buy
2025 Q1	$4.9M	Buy
2024 Q4	$4.55M	Buy
2024 Q3	$3.82M	Sell
2024 Q2	$3.54M	Sell
2024 Q1	$3.57M	Buy