IFP Advisors’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 | $629K | Sell |
7,767
-906
| -10% | -$73.3K | 0.02% | 740 |
|
|
2025
Q1 | $708K | Buy |
8,673
+2,541
| +41% | +$207K | 0.02% | 652 |
|
|
2024
Q4 | $482K | Buy |
6,132
+251
| +4% | +$19.7K | 0.02% | 753 |
|
|
2024
Q3 | $488K | Buy |
5,881
+417
| +8% | +$34.6K | 0.02% | 708 |
|
|
2024
Q2 | $418K | Buy |
5,464
+2,141
| +64% | +$164K | 0.02% | 718 |
|
|
2024
Q1 | $254K | Sell |
3,323
-2,684
| -45% | -$205K | 0.01% | 880 |
|
|
2023
Q4 | $433K | Sell |
6,007
-1,674
| -22% | -$121K | 0.02% | 625 |
|
|
2023
Q3 | $529K | Sell |
7,681
-599
| -7% | -$41.2K | 0.02% | 568 |
|
|
2023
Q2 | $614K | Buy |
8,280
+228
| +3% | +$16.9K | 0.03% | 583 |
|
|
2023
Q1 | $395K | Sell |
8,052
-50,251
| -86% | -$2.46M | 0.02% | 681 |
|
|
2022
Q4 | $2.89M | Sell |
58,303
-1,316
| -2% | -$65.2K | 0.08% | 269 |
|
|
2022
Q3 | $2.96M | Buy |
59,619
+2,183
| +4% | +$108K | 0.08% | 280 |
|
|
2022
Q2 | $2.83M | Hold |
57,436
| – | – | 0.09% | 256 |
|
|
2022
Q1 | $2.83M | Buy |
57,436
+50,843
| +771% | +$2.51M | 0.09% | 256 |
|
|
2021
Q4 | $505K | Buy |
6,593
+1,268
| +24% | +$97.1K | 0.01% | 579 |
|
|
2021
Q3 | $366K | Buy |
5,325
+427
| +9% | +$29.3K | 0.01% | 680 |
|
|
2021
Q2 | $342K | Sell |
4,898
-554
| -10% | -$38.7K | 0.01% | 673 |
|
|
2021
Q1 | $373K | Sell |
5,452
-3,076
| -36% | -$210K | 0.01% | 610 |
|
|
2020
Q4 | $575K | Sell |
8,528
-7,721
| -48% | -$521K | 0.02% | 465 |
|
|
2020
Q3 | $1.04M | Buy |
16,249
+661
| +4% | +$42.4K | 0.06% | 285 |
|
|
2020
Q2 | $910K | Buy |
15,588
+9,803
| +169% | +$572K | 0.07% | 288 |
|
|
2020
Q1 | $310K | Sell |
5,785
-1,937
| -25% | -$104K | 0.03% | 445 |
|
|
2019
Q4 | $488K | Buy |
7,722
+2,341
| +44% | +$148K | 0.04% | 430 |
|
|
2019
Q3 | $332K | Buy |
+5,381
| New | +$332K | 0.02% | 596 |
|
|
2019
Q1 | $261K | Sell |
4,664
-70,176
| -94% | -$3.93M | 0.04% | 412 |
|
|
2018
Q4 | $3.79M | Sell |
74,840
-69,747
| -48% | -$3.53M | 0.23% | 96 |
|
|
2018
Q3 | $7.8M | Buy |
144,587
+101,087
| +232% | +$5.45M | 0.32% | 69 |
|
|
2018
Q2 | $2.24M | Sell |
43,500
-1,397
| -3% | -$72K | 0.09% | 228 |
|
|
2018
Q1 | $2.55M | Hold |
44,897
| – | – | 0.12% | 203 |
|
|
2017
Q4 | $2.55M | Sell |
44,897
-5,073
| -10% | -$289K | 0.12% | 203 |
|
|
2017
Q3 | $2.7M | Buy |
49,970
+1,791
| +4% | +$96.7K | 0.11% | 207 |
|
|
2017
Q2 | $2.65M | Sell |
48,179
-7,013
| -13% | -$385K | 0.11% | 207 |
|
|
2017
Q1 | $3.01M | Buy |
55,192
+1,525
| +3% | +$83.2K | 0.13% | 175 |
|
|
2016
Q4 | $2.78M | Sell |
53,667
-1,090
| -2% | -$56.4K | 0.13% | 170 |
|
|
2016
Q3 | $2.91M | Buy |
54,757
+13,091
| +31% | +$697K | 0.15% | 143 |
|
|
2016
Q2 | $2.3M | Buy |
41,666
+37,002
| +793% | +$2.04M | 0.13% | 177 |
|
|
2016
Q1 | $261K | Sell |
4,664
-25,068
| -84% | -$1.4M | 0.04% | 412 |
|
|
2015
Q4 | $1.5M | Buy |
+29,732
| New | +$1.5M | 0.1% | 217 |
|