Evanson Asset 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
Q3 | $750K | Buy |
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|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $712K | Hold |
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|
2023
Q4 | $672K | Hold |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $692K | Hold |
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|
2023
Q1 | $697K | Hold |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | $673K | Hold |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $719K | Hold |
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|
2021
Q3 | $648K | Hold |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $637K | Hold |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $603K | Hold |
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|
2020
Q2 | $552K | Hold |
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|
2020
Q1 | $513K | Hold |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $573K | Hold |
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|
2019
Q2 | $542K | Hold |
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|
2019
Q1 | $524K | Hold |
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|
2018
Q4 | $474K | Hold |
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|
2018
Q3 | $503K | Sell |
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|
2018
Q2 | $483K | Buy |
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|
2018
Q1 | $491K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $504K | Hold |
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|
2017
Q2 | $513K | Sell |
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|
2017
Q1 | $538K | Hold |
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|
2016
Q4 | $510K | Buy |
|