Arkadios Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.15M | Sell |
38,458
-577
| -1% | -$48.6K | 0.05% | 373 |
|
|
2025
Q4 | $3.03M | Buy |
39,035
+289
| +0.7% | +$22.6K | 0.06% | 331 |
|
|
2025
Q3 | $3.04M | Sell |
38,746
-751
| -2% | -$60.7K | 0.07% | 289 |
|
|
2025
Q2 | $3.2M | Buy |
39,497
+2,657
| +7% | +$216K | 0.1% | 231 |
|
|
2025
Q1 | $3.01M | Buy |
36,840
+8,906
| +32% | +$711K | 0.11% | 208 |
|
|
2024
Q4 | $2.2M | Buy |
27,934
+4,077
| +17% | +$331K | 0.12% | 165 |
|
|
2024
Q3 | $1.98M | Buy |
23,857
+1,519
| +7% | +$122K | 0.11% | 186 |
|
|
2024
Q2 | $1.71M | Sell |
22,338
-1,088
| -5% | -$83K | 0.12% | 185 |
|
|
2024
Q1 | $1.79M | Buy |
23,426
+6
| +0% | +$444 | 0.14% | 158 |
|
|
2023
Q4 | $1.69M | Sell |
23,420
-1,910
| -8% | -$132K | 0.14% | 152 |
|
|
2023
Q3 | $1.74M | Buy |
25,330
+414
| +2% | +$30.3K | 0.17% | 137 |
|
|
2023
Q2 | $1.85M | Sell |
24,916
-1,439
| -5% | -$108K | 0.21% | 115 |
|
|
2023
Q1 | $1.97M | Sell |
26,355
-1,431
| -5% | -$105K | 0.23% | 115 |
|
|
2022
Q4 | $2.07M | Buy |
27,786
+2,965
| +12% | +$216K | 0.27% | 101 |
|
|
2022
Q3 | $1.66M | Buy |
24,821
+1,019
| +4% | +$74.7K | 0.25% | 108 |
|
|
2022
Q2 | $1.72M | Buy |
23,802
+1,334
| +6% | +$100K | 0.26% | 109 |
|
|
2022
Q1 | $1.71M | Buy |
22,468
+5,992
| +36% | +$451K | 0.22% | 113 |
|
|
2021
Q4 | $1.27M | Buy |
16,476
+8,655
| +111% | +$627K | 0.17% | 143 |
|
|
2021
Q3 | $538K | Sell |
7,821
-5,288
| -40% | -$377K | 0.08% | 275 |
|
|
2021
Q2 | $917K | Buy |
13,109
+582
| +5% | +$40.7K | 0.11% | 216 |
|
|
2021
Q1 | $855K | Sell |
12,527
-947
| -7% | -$62.3K | 0.14% | 173 |
|
|
2020
Q4 | $908K | Buy |
13,474
+6,171
| +84% | +$408K | 0.19% | 120 |
|
|
2020
Q3 | $483K | Sell |
7,303
-87
| -1% | -$5.49K | 0.24% | 93 |
|
|
2020
Q2 | $451K | Buy |
7,390
+513
| +7% | +$29.9K | 0.25% | 92 |
|
|
2020
Q1 | $375K | Buy |
6,877
+1,578
| +30% | +$95.8K | 0.24% | 101 |
|
|
2019
Q4 | $343K | Buy |
+5,299
| New | +$326K | 0.21% | 107 |
|
Other funds holding XLP
