Waverly Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
68,359
+8,381
| +14% | +$679K | 0.06% | 289 |
|
|
2025
Q1 | $4.9M | Buy |
59,978
+2,103
| +4% | +$172K | 0.06% | 301 |
|
|
2024
Q4 | $4.55M | Buy |
57,875
+11,845
| +26% | +$931K | 0.07% | 233 |
|
|
2024
Q3 | $3.82M | Sell |
46,030
-146
| -0.3% | -$12.1K | 0.07% | 226 |
|
|
2024
Q2 | $3.54M | Sell |
46,176
-610
| -1% | -$46.7K | 0.07% | 230 |
|
|
2024
Q1 | $3.57M | Buy |
+46,786
| New | +$3.57M | 0.08% | 183 |
|