Clearstead Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Buy |
2,769
+2,009
| +264% | +$169K | ﹤0.01% | 960 |
|
|
2025
Q4 | $59.1K | Sell |
760
-107
| -12% | -$8.35K | ﹤0.01% | 1327 |
|
|
2025
Q3 | $68K | Sell |
867
-2,237
| -72% | -$181K | ﹤0.01% | 1173 |
|
|
2025
Q2 | $251K | Buy |
3,104
+2,191
| +240% | +$178K | ﹤0.01% | 827 |
|
|
2025
Q1 | $74.5K | Sell |
913
-1,328
| -59% | -$106K | ﹤0.01% | 1064 |
|
|
2024
Q4 | $176K | Buy |
2,241
+1,305
| +139% | +$106K | ﹤0.01% | 890 |
|
|
2024
Q3 | $77.7K | Sell |
936
-133
| -12% | -$10.7K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $81.8K | Buy |
1,069
+48
| +5% | +$3.66K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $79K | Sell |
1,021
-45
| -4% | -$3.33K | ﹤0.01% | 651 |
|
|
2023
Q4 | $76.8K | Buy |
1,066
+218
| +26% | +$15.1K | ﹤0.01% | 644 |
|
|
2023
Q3 | $58.4K | Buy |
848
+424
| +100% | +$31K | ﹤0.01% | 858 |
|
|
2023
Q2 | $31.4K | Sell |
424
-999
| -70% | -$75K | ﹤0.01% | 825 |
|
|
2023
Q1 | $106K | Buy |
1,423
+1
| +0.1% | +$73 | 0.01% | 499 |
|
|
2022
Q4 | $106K | Sell |
1,422
-213
| -13% | -$15.5K | 0.01% | 487 |
|
|
2022
Q3 | $109K | Buy |
1,635
+1
| +0.1% | +$73 | 0.01% | 461 |
|
|
2022
Q2 | $118K | Sell |
1,634
-402
| -20% | -$30.2K | 0.01% | 471 |
|
|
2022
Q1 | $155K | Buy |
2,036
+822
| +68% | +$61.9K | 0.01% | 458 |
|
|
2021
Q4 | $94K | Sell |
1,214
-1,038
| -46% | -$75.2K | 0.01% | 540 |
|
|
2021
Q3 | $155K | Buy |
2,252
+2,074
| +1,165% | +$148K | 0.01% | 407 |
|
|
2021
Q2 | $12K | Hold |
178
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $12K | Hold |
178
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $12K | Hold |
178
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $11K | Buy |
+178
| New | +$11.2K | ﹤0.01% | 658 |
|
Other funds holding XLP
