AP
Appleton Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
6,725
+2,817
| +72% | +$228K | 0.04% | 176 |
|
|
2025
Q1 | $319K | Sell |
3,908
-241
| -6% | -$19.7K | 0.02% | 213 |
|
|
2024
Q4 | $326K | Buy |
4,149
+707
| +21% | +$55.6K | 0.02% | 213 |
|
|
2024
Q3 | $286K | Buy |
3,442
+176
| +5% | +$14.6K | 0.02% | 224 |
|
|
2024
Q2 | $250K | Sell |
3,266
-260
| -7% | -$19.9K | 0.02% | 237 |
|
|
2024
Q1 | $269K | Sell |
3,526
-1,305
| -27% | -$99.6K | 0.02% | 241 |
|
|
2023
Q4 | $348K | Sell |
4,831
-1,502
| -24% | -$108K | 0.03% | 224 |
|
|
2023
Q3 | $436K | Sell |
6,333
-1,475
| -19% | -$102K | 0.04% | 199 |
|
|
2023
Q2 | $579K | Buy |
7,808
+695
| +10% | +$51.5K | 0.05% | 185 |
|
|
2023
Q1 | $531K | Buy |
7,113
+833
| +13% | +$62.2K | 0.05% | 198 |
|
|
2022
Q4 | $468K | Buy |
+6,280
| New | +$468K | 0.04% | 208 |
|