GM
GeoWealth Management’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 | $2.23M | Buy |
27,496
+5,786
| +27% | +$468K | 0.09% | 141 |
|
|
2025
Q1 | $1.77M | Sell |
21,710
-4,477
| -17% | -$366K | 0.07% | 161 |
|
|
2024
Q4 | $2.06M | Buy |
26,187
+6,326
| +32% | +$497K | 0.07% | 182 |
|
|
2024
Q3 | $1.65M | Sell |
19,861
-10,580
| -35% | -$878K | 0.06% | 210 |
|
|
2024
Q2 | $2.33M | Sell |
30,441
-10,804
| -26% | -$827K | 0.1% | 142 |
|
|
2024
Q1 | $3.15M | Sell |
41,245
-29,225
| -41% | -$2.23M | 0.12% | 126 |
|
|
2023
Q4 | $5.08M | Buy |
70,470
+1,155
| +2% | +$83.2K | 0.42% | 62 |
|
|
2023
Q3 | $4.77M | Buy |
69,315
+129
| +0.2% | +$8.87K | 0.54% | 50 |
|
|
2023
Q2 | $5.13M | Buy |
69,186
+1,182
| +2% | +$87.6K | 0.55% | 36 |
|
|
2023
Q1 | $5.08M | Sell |
68,004
-11,403
| -14% | -$852K | 0.59% | 36 |
|
|
2022
Q4 | $5.92M | Buy |
79,407
+6,898
| +10% | +$514K | 0.63% | 30 |
|
|
2022
Q3 | $4.84M | Buy |
72,509
+64,079
| +760% | +$4.27M | 0.53% | 40 |
|
|
2022
Q2 | $609K | Sell |
8,430
-11,620
| -58% | -$839K | 0.08% | 137 |
|
|
2022
Q1 | $1.52M | Sell |
20,050
-311
| -2% | -$23.6K | 0.13% | 116 |
|
|
2021
Q4 | $1.57M | Buy |
20,361
+63
| +0.3% | +$4.86K | 0.13% | 118 |
|
|
2021
Q3 | $1.4M | Sell |
20,298
-12,268
| -38% | -$844K | 0.12% | 137 |
|
|
2021
Q2 | $2.28M | Sell |
32,566
-137
| -0.4% | -$9.58K | 0.29% | 73 |
|
|
2021
Q1 | $2.24M | Sell |
32,703
-21,698
| -40% | -$1.48M | 0.35% | 64 |
|
|
2020
Q4 | $3.68M | Buy |
54,401
+27,259
| +100% | +$1.84M | 0.59% | 47 |
|
|
2020
Q3 | $1.74M | Sell |
27,142
-2,122
| -7% | -$136K | 0.53% | 63 |
|
|
2020
Q2 | $1.72M | Buy |
29,264
+18,072
| +161% | +$1.06M | 0.71% | 41 |
|
|
2020
Q1 | $610K | Buy |
+11,192
| New | +$610K | 0.43% | 47 |
|