Great Valley Advisor Group’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
Q2 | $685K | Sell |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $3.35M | Sell |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $8.27M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.76M | Sell |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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