Capital Analysts LLC’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 | $931K | Sell |
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|
2025
Q2 | $982K | Buy |
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|
2025
Q1 | $988K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $3.96M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $13K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $60.4K | Hold |
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|
2017
Q1 | $60K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $66.6K | Hold |
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|
2015
Q1 | $68.2K | Sell |
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|
2014
Q4 | $116K | Buy |
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|
2014
Q3 | $63.2K | Sell |
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|
2014
Q2 | $107K | Hold |
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|
2014
Q1 | $103K | Sell |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | $103K | Buy |
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|
2013
Q2 | $51.6K | Buy |
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