Financial & Tax Architects’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 | $948K | Buy |
11,704
+1,249
| +12% | +$101K | 0.23% | 59 |
|
|
2025
Q1 | $854K | Buy |
10,455
+1,594
| +18% | +$130K | 0.21% | 63 |
|
|
2024
Q4 | $697K | Buy |
8,861
+1,182
| +15% | +$92.9K | 0.18% | 65 |
|
|
2024
Q3 | $637K | Sell |
7,679
-648
| -8% | -$53.8K | 0.16% | 62 |
|
|
2024
Q2 | $638K | Sell |
8,327
-316
| -4% | -$24.2K | 0.17% | 65 |
|
|
2024
Q1 | $660K | Buy |
+8,643
| New | +$660K | 0.18% | 66 |
|
|
2023
Q1 | – | Sell |
-16,767
| Closed | -$1.22M | – | 86 |
|
|
2022
Q4 | $1.22M | Buy |
+16,767
| New | +$1.22M | 0.42% | 48 |
|
|
2022
Q3 | – | Sell |
-21,276
| Closed | -$1.54M | – | 82 |
|
|
2022
Q2 | $1.54M | Buy |
21,276
+1,230
| +6% | +$88.8K | 0.58% | 42 |
|
|
2022
Q1 | $1.52M | Buy |
20,046
+3,593
| +22% | +$273K | 0.57% | 49 |
|
|
2021
Q4 | $1.27M | Buy |
16,453
+3,190
| +24% | +$246K | 0.52% | 54 |
|
|
2021
Q3 | $913K | Buy |
13,263
+3,434
| +35% | +$236K | 0.42% | 59 |
|
|
2021
Q2 | $688K | Buy |
9,829
+2,130
| +28% | +$149K | 0.34% | 69 |
|
|
2021
Q1 | $526K | Buy |
+7,699
| New | +$526K | 0.3% | 65 |
|