Founders Financial Securities’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 | $3.86M | Sell |
47,642
-3,093
| -6% | -$250K | 0.29% | 75 |
|
|
2025
Q1 | $4.09M | Buy |
50,735
+17,914
| +55% | +$1.44M | 0.35% | 64 |
|
|
2024
Q4 | $2.58M | Sell |
32,821
-18,164
| -36% | -$1.43M | 0.23% | 82 |
|
|
2024
Q3 | $4.23M | Buy |
50,985
+10,181
| +25% | +$845K | 0.39% | 58 |
|
|
2024
Q2 | $3.12M | Buy |
40,804
+2,822
| +7% | +$216K | 0.3% | 74 |
|
|
2024
Q1 | $2.9M | Sell |
37,982
-1,931
| -5% | -$147K | 0.3% | 71 |
|
|
2023
Q4 | $2.87M | Buy |
39,913
+4,116
| +11% | +$296K | 0.32% | 66 |
|
|
2023
Q3 | $2.46M | Buy |
35,797
+2,244
| +7% | +$154K | 0.32% | 66 |
|
|
2023
Q2 | $2.49M | Buy |
33,553
+3,721
| +12% | +$276K | 0.33% | 65 |
|
|
2023
Q1 | $2.23M | Sell |
29,832
-6,901
| -19% | -$516K | 0.32% | 72 |
|
|
2022
Q4 | $2.74M | Buy |
36,733
+7,199
| +24% | +$537K | 0.43% | 58 |
|
|
2022
Q3 | $1.97M | Buy |
29,534
+1,986
| +7% | +$133K | 0.35% | 66 |
|
|
2022
Q2 | $1.99M | Sell |
27,548
-27,193
| -50% | -$1.96M | 0.39% | 55 |
|
|
2022
Q1 | $4.15M | Buy |
54,741
+10,329
| +23% | +$784K | 0.74% | 31 |
|
|
2021
Q4 | $3.43M | Buy |
44,412
+1,208
| +3% | +$93.2K | 0.62% | 35 |
|
|
2021
Q3 | $2.97M | Buy |
43,204
+7,022
| +19% | +$483K | 0.6% | 37 |
|
|
2021
Q2 | $2.53M | Buy |
36,182
+21,768
| +151% | +$1.52M | 0.5% | 42 |
|
|
2021
Q1 | $985K | Buy |
14,414
+455
| +3% | +$31.1K | 0.23% | 94 |
|
|
2020
Q4 | $942K | Buy |
13,959
+2,356
| +20% | +$159K | 0.23% | 82 |
|
|
2020
Q3 | $744K | Buy |
+11,603
| New | +$744K | 0.24% | 68 |
|
|
2020
Q2 | – | Sell |
-9,554
| Closed | -$520K | – | 191 |
|
|
2020
Q1 | $520K | Buy |
+9,554
| New | +$520K | 0.19% | 70 |
|
|
2019
Q4 | – | Sell |
-10,004
| Closed | -$614K | – | 148 |
|
|
2019
Q3 | $614K | Buy |
10,004
+111
| +1% | +$6.81K | 0.2% | 84 |
|
|
2019
Q2 | $574K | Sell |
9,893
-150
| -1% | -$8.7K | 0.19% | 77 |
|
|
2019
Q1 | $568K | Sell |
10,043
-265
| -3% | -$15K | 0.18% | 82 |
|
|
2018
Q4 | $523K | Hold |
10,308
| – | – | 0.19% | 74 |
|
|
2018
Q3 | $556K | Sell |
10,308
-1,943
| -16% | -$105K | 0.15% | 81 |
|
|
2018
Q2 | $631K | Hold |
12,251
| – | – | 0.19% | 74 |
|
|
2018
Q1 | $645K | Buy |
12,251
+293
| +2% | +$15.4K | 0.21% | 72 |
|
|
2017
Q4 | $680K | Sell |
11,958
-350
| -3% | -$19.9K | 0.23% | 64 |
|
|
2017
Q3 | $664K | Buy |
12,308
+2,733
| +29% | +$147K | 0.24% | 62 |
|
|
2017
Q2 | $526K | Sell |
9,575
-90
| -0.9% | -$4.94K | 0.2% | 75 |
|
|
2017
Q1 | $528K | Sell |
9,665
-2,270
| -19% | -$124K | 0.2% | 66 |
|
|
2016
Q4 | $617K | Sell |
11,935
-580
| -5% | -$30K | 0.26% | 52 |
|
|
2016
Q3 | $666K | Sell |
12,515
-1,225
| -9% | -$65.2K | 0.28% | 56 |
|
|
2016
Q2 | $758K | Sell |
13,740
-550
| -4% | -$30.3K | 0.35% | 43 |
|
|
2016
Q1 | $758K | Sell |
14,290
-70
| -0.5% | -$3.71K | 0.36% | 39 |
|
|
2015
Q4 | $725K | Sell |
14,360
-156,230
| -92% | -$7.89M | 0.34% | 40 |
|
|
2015
Q3 | $8.05M | Buy |
170,590
+141,052
| +478% | +$6.66M | 3.99% | 5 |
|
|
2015
Q2 | $1.41M | Sell |
29,538
-1,282
| -4% | -$61K | 0.7% | 29 |
|
|
2015
Q1 | $1.5M | Sell |
30,820
-100
| -0.3% | -$4.87K | 0.78% | 34 |
|
|
2014
Q4 | $1.5M | Sell |
30,920
-1,150
| -4% | -$55.8K | 0.9% | 31 |
|
|
2014
Q3 | $1.45M | Sell |
32,070
-5,910
| -16% | -$267K | 0.93% | 30 |
|
|
2014
Q2 | $1.7M | Sell |
37,980
-1,055
| -3% | -$47.1K | 1.14% | 28 |
|
|
2014
Q1 | $1.68K | Buy |
39,035
+875
| +2% | +$38 | 1.13% | 25 |
|
|
2013
Q4 | $1.64M | Buy |
+38,160
| New | +$1.64M | 1.38% | 14 |
|