Congress Wealth Management’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 | $51.1M | Buy |
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|
2025
Q1 | $50.7M | Buy |
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|
2024
Q4 | $29M | Buy |
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|
2024
Q3 | $30.6M | Sell |
|
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|
2024
Q2 | $28.5M | Buy |
|
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|
2024
Q1 | $28.1M | Buy |
|
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|
2023
Q4 | $23.1M | Buy |
|
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|
2023
Q3 | $497K | Buy |
|
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $715K | Sell |
|
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|
2022
Q4 | $57.6M | Sell |
|
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|
2022
Q3 | $52.7M | Sell |
|
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|
2022
Q2 | $72.3M | Sell |
|
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|
2022
Q1 | $76.5M | Buy |
|
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|
2021
Q4 | $2.35M | Buy |
|