Caldwell Trust’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $178K | Sell |
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|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $152K | Sell |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $174K | Sell |
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|
2023
Q2 | $847K | Buy |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $134K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $251K | Buy |
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|
2020
Q2 | $114K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $131K | Buy |
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