EP Wealth Advisors’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 | $53.8M | Buy |
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|
2025
Q1 | $48.9M | Buy |
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|
2024
Q4 | $45.5M | Buy |
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|
2024
Q3 | $47.1M | Buy |
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|
2024
Q2 | $41.3M | Buy |
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|
2024
Q1 | $39.2M | Buy |
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|
2023
Q4 | $35.1M | Buy |
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|
2023
Q3 | $32.5M | Buy |
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|
2023
Q2 | $34.2M | Sell |
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|
2023
Q1 | $27.5M | Sell |
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|
2022
Q4 | $30.1M | Buy |
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|
2022
Q3 | $23.1M | Buy |
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|
2022
Q2 | $23.5M | Buy |
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|
2022
Q1 | $22.5M | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $111K | Buy |
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