BA
Bellwether Advisors’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 | $13.4K | Buy |
165
+107
| +184% | +$8.66K | ﹤0.01% | 340 |
|
2025
Q1 | $4.74K | Hold |
58
| – | – | ﹤0.01% | 376 |
|
2024
Q4 | $4.56K | Buy |
+58
| New | +$4.56K | ﹤0.01% | 387 |
|
2023
Q2 | – | Sell |
-4
| Closed | -$298 | – | 481 |
|
2023
Q1 | $298 | Sell |
4
-452,205
| -100% | -$33.7M | ﹤0.01% | 411 |
|
2022
Q4 | $33.7M | Buy |
452,209
+166,333
| +58% | +$12.4M | 9.79% | 2 |
|
2022
Q3 | $19.1M | Sell |
285,876
-35,963
| -11% | -$2.4M | 6.29% | 5 |
|
2022
Q2 | $23.2M | Buy |
321,839
+148,689
| +86% | +$10.7M | 7.47% | 4 |
|
2022
Q1 | $13.1M | Buy |
+173,150
| New | +$13.1M | 3.91% | 5 |
|
2021
Q4 | – | Sell |
-214,597
| Closed | -$14.8M | – | 629 |
|
2021
Q3 | $14.8M | Buy |
+214,597
| New | +$14.8M | 4.91% | 2 |
|