Anchor Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Anchor Investment Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Hold	1,494	–	–	0.01%	440
2025 Q1	$122K	Hold	1,494	–	–	0.01%	430
2024 Q4	$117K	Hold	1,494	–	–	0.01%	437
2024 Q3	$124K	Hold	1,494	–	–	0.01%	434
2024 Q2	$114K	Buy	1,494 +188	+14%	+$14.4K	0.01%	418
2024 Q1	$99.7K	Hold	1,306	–	–	0.01%	439
2023 Q4	$94.1K	Hold	1,306	–	–	0.01%	444
2023 Q3	$89.9K	Buy	1,306 +181	+16%	+$12.5K	0.01%	434
2023 Q2	$83.4K	Sell	1,125 -50	-4%	-$3.71K	0.01%	431
2023 Q1	$87.8K	Hold	1,175	–	–	0.01%	453
2022 Q4	$87.6K	Hold	1,175	–	–	0.01%	453
2022 Q3	$78.4K	Sell	1,175 -1,125	-49%	-$75.1K	0.01%	455
2022 Q2	$166K	Hold	2,300	–	–	0.02%	381
2022 Q1	$175K	Sell	2,300 -28	-1%	-$2.13K	0.02%	398
2021 Q4	$180K	Sell	2,328 -375	-14%	-$28.9K	0.02%	394
2021 Q3	$186K	Sell	2,703 -500	-16%	-$34.4K	0.03%	367
2021 Q2	$224K	Hold	3,203	–	–	0.03%	347
2021 Q1	$219K	Hold	3,203	–	–	0.03%	327
2020 Q4	$216K	Buy	3,203 +1,153	+56%	+$77.8K	0.04%	286
2020 Q3	$131K	Hold	2,050	–	–	0.03%	334
2020 Q2	$120K	Hold	2,050	–	–	0.03%	325
2020 Q1	$112K	Hold	2,050	–	–	0.03%	321
2019 Q4	$129K	Hold	2,050	–	–	0.03%	338
2019 Q3	$126K	Hold	2,050	–	–	0.03%	340
2019 Q2	$119K	Hold	2,050	–	–	0.03%	340
2019 Q1	$115K	Hold	2,050	–	–	0.03%	344
2018 Q4	$104K	Hold	2,050	–	–	0.03%	343
2018 Q3	$111K	Hold	2,050	–	–	0.03%	361
2018 Q2	$106K	Hold	2,050	–	–	0.03%	378
2018 Q1	$108K	Hold	2,050	–	–	0.03%	374
2017 Q4	$117K	Hold	2,050	–	–	0.03%	350
2017 Q3	$111K	Hold	2,050	–	–	0.03%	337
2017 Q2	$113K	Hold	2,050	–	–	0.04%	304
2017 Q1	$112K	Buy	2,050 +2,000	+4,000%	+$109K	0.04%	304
2016 Q4	$2.59K	Hold	50	–	–	﹤0.01%	636
2016 Q3	$2.66K	Hold	50	–	–	﹤0.01%	622
2016 Q2	$2.76K	Sell	50 -50	-50%	-$2.76K	﹤0.01%	613
2016 Q1	$5.31K	Buy	+100	New	+$5.31K	﹤0.01%	551