Gradient Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Sell |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $932K | Buy |
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|
2024
Q2 | $860K | Sell |
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|
2024
Q1 | $913K | Sell |
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|
2023
Q4 | $873K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $878K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $906K | Sell |
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|
2022
Q3 | $818K | Buy |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $940K | Sell |
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|
2021
Q4 | $980K | Sell |
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $859K | Hold |
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|
2021
Q1 | $838K | Sell |
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|
2020
Q4 | $838K | Sell |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $750K | Hold |
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|
2020
Q1 | $697K | Sell |
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|
2019
Q4 | $814K | Sell |
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|
2019
Q3 | $799K | Sell |
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|
2019
Q2 | $758K | Sell |
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|
2019
Q1 | $830K | Hold |
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|
2018
Q4 | $752K | Sell |
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|
2018
Q3 | $816K | Sell |
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|
2018
Q2 | $893K | Sell |
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|
2018
Q1 | $926K | Hold |
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|
2017
Q4 | $1M | Buy |
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