Consumer Staples Select Sect. SPDR shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $765k | 11k | 73.08 |
| 2023-12-31 | $2.2M | 10k | 217.72 |
| 2023-09-30 | $693k | 10k | 67.49 |
| 2023-06-30 | $802k | 11k | 74.17 |
| 2023-03-31 | $838k | 11k | 74.95 |
| 2022-12-31 | $828k | 11k | 74.27 |
| 2022-09-30 | $773k | 12k | 67.50 |
| 2022-06-30 | $827k | 11k | 72.86 |
| 2022-03-31 | $858k | 11k | 76.61 |
| 2021-12-31 | $868k | 11k | 77.12 |
| 2021-09-30 | $761k | 11k | 68.81 |
Top funds holding Consumer Staples Select Sect. SPDR
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