Financial Advocates Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
8,535
-13,674
| -62% | -$1.11M | 0.06% | 287 |
|
|
2025
Q1 | $1.81M | Sell |
22,209
-10,991
| -33% | -$898K | 0.13% | 181 |
|
|
2024
Q4 | $2.61M | Sell |
33,200
-21,951
| -40% | -$1.73M | 0.15% | 150 |
|
|
2024
Q3 | $4.72M | Buy |
55,151
+19,005
| +53% | +$1.63M | 0.27% | 87 |
|
|
2024
Q2 | $2.77M | Buy |
36,146
+1,384
| +4% | +$106K | 0.17% | 134 |
|
|
2024
Q1 | $2.65M | Sell |
34,762
-219
| -0.6% | -$16.7K | 0.15% | 145 |
|
|
2023
Q4 | $2.52M | Sell |
34,981
-9,247
| -21% | -$666K | 0.16% | 137 |
|
|
2023
Q3 | $3.04M | Sell |
44,228
-10,833
| -20% | -$744K | 0.22% | 115 |
|
|
2023
Q2 | $4.08M | Buy |
55,061
+825
| +2% | +$61.2K | 0.29% | 85 |
|
|
2023
Q1 | $4.05M | Sell |
54,236
-16,763
| -24% | -$1.25M | 0.29% | 80 |
|
|
2022
Q4 | $5.29M | Buy |
70,999
+12,828
| +22% | +$956K | 0.39% | 58 |
|
|
2022
Q3 | $3.88M | Buy |
58,171
+5,535
| +11% | +$369K | 0.32% | 81 |
|
|
2022
Q2 | $3.8M | Sell |
52,636
-3,129
| -6% | -$226K | 0.31% | 84 |
|
|
2022
Q1 | $4.23M | Buy |
55,765
+6,175
| +12% | +$469K | 0.28% | 87 |
|
|
2021
Q4 | $3.82M | Buy |
49,590
+104
| +0.2% | +$8.02K | 0.24% | 97 |
|
|
2021
Q3 | $3.41M | Sell |
49,486
-974
| -2% | -$67K | 0.23% | 111 |
|
|
2021
Q2 | $3.53M | Sell |
50,460
-1,227
| -2% | -$85.9K | 0.24% | 100 |
|
|
2021
Q1 | $3.53M | Sell |
51,687
-37,834
| -42% | -$2.58M | 0.25% | 81 |
|
|
2020
Q4 | $7.07M | Sell |
89,521
-108,038
| -55% | -$8.53M | 0.48% | 43 |
|
|
2020
Q3 | $12.7M | Buy |
197,559
+84,206
| +74% | +$5.4M | 1.08% | 15 |
|
|
2020
Q2 | $6.65M | Buy |
113,353
+55,852
| +97% | +$3.27M | 0.63% | 27 |
|
|
2020
Q1 | $3.13M | Sell |
57,501
-15,764
| -22% | -$859K | 0.45% | 55 |
|
|
2019
Q4 | $4.61M | Buy |
73,265
+155
| +0.2% | +$9.76K | 0.49% | 44 |
|
|
2019
Q3 | $4.49M | Buy |
73,110
+51,753
| +242% | +$3.18M | 0.51% | 46 |
|
|
2019
Q2 | $1.24M | Buy |
21,357
+4,672
| +28% | +$271K | 0.14% | 158 |
|
|
2019
Q1 | $936K | Buy |
16,685
+491
| +3% | +$27.5K | 0.12% | 190 |
|
|
2018
Q4 | $822K | Buy |
16,194
+4,195
| +35% | +$213K | 0.11% | 192 |
|
|
2018
Q3 | $647K | Buy |
11,999
+423
| +4% | +$22.8K | 0.07% | 244 |
|
|
2018
Q2 | $593K | Buy |
11,576
+1,263
| +12% | +$64.7K | 0.07% | 240 |
|
|
2018
Q1 | $542K | Sell |
10,313
-501
| -5% | -$26.3K | 0.07% | 243 |
|
|
2017
Q4 | $616K | Buy |
+10,814
| New | +$616K | 0.08% | 229 |
|