Goelzer Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $255K | Sell |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $282K | Buy |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $324K | Sell |
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|
2017
Q3 | $320K | Buy |
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|
2017
Q2 | $270K | Buy |
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|
2017
Q1 | $256K | Sell |
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|
2016
Q4 | $270K | Sell |
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|
2016
Q3 | $314K | Sell |
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|
2016
Q2 | $331K | Hold |
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|
2016
Q1 | $319K | Sell |
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|
2015
Q4 | $305K | Buy |
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|
2015
Q3 | $267K | Sell |
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|
2015
Q2 | $531K | Sell |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $558K | Sell |
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|
2014
Q3 | $558K | Buy |
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|
2014
Q2 | $541K | Sell |
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|
2014
Q1 | $549K | Sell |
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|
2013
Q4 | $550K | Sell |
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|
2013
Q3 | $511K | Sell |
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|
2013
Q2 | $1.13M | Buy |
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