Atlas Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Atlas Capital Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Buy	15,255 +6,710	+79%	+$565K	0.14%	125
2025 Q4	$664K	Buy	+8,545	New	+$667K	0.07%	216
2025 Q2	$1.16M	Sell	14,289 -6,083	-30%	-$494K	0.14%	131
2025 Q1	$1.66M	Sell	20,372 -1,876	-8%	-$150K	0.21%	94
2024 Q4	$1.75M	Sell	22,248 -150	-0.7%	-$12.2K	0.22%	86
2024 Q3	$1.86M	Buy	22,398 +2,238	+11%	+$180K	0.28%	76
2024 Q2	$1.54M	Buy	20,160 +7,481	+59%	+$571K	0.2%	94
2024 Q1	$968K	Buy	12,679 +4	+0%	+$296	0.15%	128
2023 Q4	$913K	Sell	12,675 -1,676	-12%	-$116K	0.13%	133
2023 Q3	$988K	Sell	14,351 -7,154	-33%	-$524K	0.16%	105
2023 Q2	$1.6M	Sell	21,505 -2,213	-9%	-$166K	0.24%	77
2023 Q1	$1.77M	Buy	23,718 +515	+2%	+$37.7K	0.28%	68
2022 Q4	$1.73M	Buy	23,203 +6,228	+37%	+$454K	0.29%	67
2022 Q3	$1.13M	Sell	16,975 -1,444	-8%	-$106K	0.21%	92
2022 Q2	$1.33M	Buy	18,419 +13,303	+260%	+$999K	0.23%	85
2022 Q1	$388K	Buy	5,116 +1,736	+51%	+$131K	0.06%	245
2021 Q4	$261K	Sell	3,380 -2,006	-37%	-$145K	0.04%	320
2021 Q3	$371K	Buy	5,386 +788	+17%	+$56.2K	0.06%	246
2021 Q2	$322K	Buy	4,598 +709	+18%	+$49.6K	0.05%	282
2021 Q1	$266K	Sell	3,889 -936	-19%	-$61.5K	0.05%	291
2020 Q4	$325K	Sell	4,825 -2,639	-35%	-$174K	0.07%	242
2020 Q3	$478K	Buy	7,464 +566	+8%	+$35.7K	0.11%	189
2020 Q2	$404K	Buy	6,898 +2,098	+44%	+$122K	0.09%	207
2020 Q1	$261K	Buy	4,800 +1,100	+30%	+$66.8K	0.08%	230
2019 Q4	$233K	Buy	3,700 +400	+12%	+$24.6K	0.06%	297
2019 Q3	$203K	Buy	3,300 +2,303	+231%	+$138K	0.06%	313
2019 Q2	$57.9K	Sell	997 -151	-13%	-$8.64K	0.02%	465
2019 Q1	$64.4K	Buy	1,148 +60	+6%	+$3.21K	0.02%	401
2018 Q4	$55.2K	Buy	1,088 +461	+74%	+$25K	0.02%	399
2018 Q3	$33.6K	Sell	627 -120	-16%	-$6.44K	0.01%	439
2018 Q2	$39.5K	Sell	747 -2	-0.3%	-$102	0.01%	414
2018 Q1	$39.4K	Buy	+749	New	+$41.3K	0.01%	423