Axxcess Wealth Management’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 | $2.25M | Buy |
27,792
+24
| +0.1% | +$1.94K | 0.05% | 264 |
|
|
2025
Q1 | $2.27M | Sell |
27,768
-3,350
| -11% | -$274K | 0.06% | 243 |
|
|
2024
Q4 | $2.45M | Sell |
31,118
-7,599
| -20% | -$597K | 0.06% | 237 |
|
|
2024
Q3 | $3.21M | Sell |
38,717
-2,771
| -7% | -$230K | 0.08% | 191 |
|
|
2024
Q2 | $3.18M | Sell |
41,488
-19,195
| -32% | -$1.47M | 0.08% | 185 |
|
|
2024
Q1 | $4.63M | Buy |
60,683
+13,734
| +29% | +$1.05M | 0.13% | 134 |
|
|
2023
Q4 | $3.38M | Buy |
46,949
+8,484
| +22% | +$611K | 0.1% | 171 |
|
|
2023
Q3 | $2.65M | Sell |
38,465
-7,259
| -16% | -$499K | 0.09% | 166 |
|
|
2023
Q2 | $3.39M | Buy |
45,724
+189
| +0.4% | +$14K | 0.25% | 84 |
|
|
2023
Q1 | $3.4M | Buy |
45,535
+22,804
| +100% | +$1.7M | 0.26% | 83 |
|
|
2022
Q4 | $1.69M | Buy |
22,731
+13,636
| +150% | +$1.02M | 0.14% | 145 |
|
|
2022
Q3 | $607K | Sell |
9,095
-8,887
| -49% | -$593K | 0.06% | 276 |
|
|
2022
Q2 | $1.3M | Buy |
17,982
+12,191
| +211% | +$880K | 0.12% | 153 |
|
|
2022
Q1 | $439K | Sell |
5,791
-801
| -12% | -$60.7K | 0.03% | 381 |
|
|
2021
Q4 | $508K | Buy |
+6,592
| New | +$508K | 0.04% | 352 |
|