FG
Fiduciary Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
17,818
+130
| +0.7% | +$10.5K | 0.14% | 132 |
|
|
2025
Q1 | $1.44M | Buy |
17,688
+3,059
| +21% | +$250K | 0.14% | 127 |
|
|
2024
Q4 | $1.15M | Buy |
14,629
+1,568
| +12% | +$123K | 0.12% | 137 |
|
|
2024
Q3 | $1.08M | Buy |
13,061
+516
| +4% | +$42.8K | 0.11% | 138 |
|
|
2024
Q2 | $961K | Buy |
12,545
+1,361
| +12% | +$104K | 0.1% | 143 |
|
|
2024
Q1 | $854K | Buy |
11,184
+834
| +8% | +$63.7K | 0.09% | 148 |
|
|
2023
Q4 | $746K | Buy |
10,350
+6,949
| +204% | +$501K | 0.09% | 148 |
|
|
2023
Q3 | $234K | Buy |
+3,401
| New | +$234K | 0.03% | 224 |
|
|
2023
Q2 | – | Sell |
-2,873
| Closed | -$215K | – | 245 |
|
|
2023
Q1 | $215K | Sell |
2,873
-67
| -2% | -$5.01K | 0.03% | 225 |
|
|
2022
Q4 | $219K | Buy |
2,940
+2
| +0.1% | +$149 | 0.03% | 215 |
|
|
2022
Q3 | $216K | Buy |
+2,938
| New | +$216K | 0.03% | 228 |
|