Allen Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Hold |
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|
2025
Q2 | $471K | Hold |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $419K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $291K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $250K | Hold |
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|
2019
Q1 | $242K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $582K | Hold |
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|
2017
Q1 | $578K | Hold |
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|
2016
Q4 | $547K | Hold |
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|
2016
Q3 | $563K | Hold |
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|
2016
Q2 | $584K | Hold |
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|
2016
Q1 | $562K | Buy |
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