AFG Fiduciary Services’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 | $2.3M | Buy |
28,077
+2,519
| +10% | +$207K | 1.47% | 16 |
|
|
2025
Q1 | $2.03M | Sell |
25,558
-381
| -1% | -$30.2K | 1.48% | 16 |
|
|
2024
Q4 | $1.98M | Buy |
25,939
+410
| +2% | +$31.3K | 1.4% | 19 |
|
|
2024
Q3 | $2.08M | Sell |
25,529
-88
| -0.3% | -$7.18K | 1.4% | 16 |
|
|
2024
Q2 | $2M | Buy |
25,617
+434
| +2% | +$33.9K | 1.4% | 17 |
|
|
2024
Q1 | $1.88M | Sell |
25,183
-821
| -3% | -$61.2K | 1.39% | 14 |
|
|
2023
Q4 | $1.89M | Buy |
26,004
+1,120
| +5% | +$81.2K | 1.53% | 15 |
|
|
2023
Q3 | $1.66M | Buy |
24,884
+2,059
| +9% | +$138K | 1.47% | 15 |
|
|
2023
Q2 | $1.7M | Buy |
22,825
+485
| +2% | +$36K | 1.28% | 16 |
|
|
2023
Q1 | $1.67M | Buy |
22,340
+748
| +3% | +$55.9K | 1.54% | 15 |
|
|
2022
Q4 | $1.61M | Sell |
21,592
-206
| -0.9% | -$15.4K | 1.51% | 18 |
|
|
2022
Q3 | $1.46M | Buy |
21,798
+1,880
| +9% | +$125K | 1.37% | 19 |
|
|
2022
Q2 | $1.44M | Buy |
19,918
+895
| +5% | +$64.6K | 1.25% | 22 |
|
|
2022
Q1 | $1.44M | Buy |
19,023
+788
| +4% | +$59.8K | 1.02% | 24 |
|
|
2021
Q4 | $1.41M | Buy |
+18,235
| New | +$1.41M | 0.99% | 22 |
|