Capital Advisors Ltd’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
Q2 | $757K | Buy |
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|
2025
Q1 | $717K | Hold |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $728K | Hold |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $659K | Sell |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $769K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $150K | Sell |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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