IAA
Independent Advisor Alliance’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 | $371K | Buy |
4,582
+632
| +16% | +$51.2K | 0.01% | 673 |
|
|
2025
Q1 | $323K | Sell |
3,950
-113,483
| -97% | -$9.27M | 0.01% | 638 |
|
|
2024
Q4 | $9.23M | Buy |
+117,433
| New | +$9.23M | 0.12% | 175 |
|
|
2020
Q1 | – | Sell |
-45,993
| Closed | -$2.9M | – | 864 |
|
|
2019
Q4 | $2.9M | Buy |
45,993
+26,232
| +133% | +$1.65M | 0.13% | 175 |
|
|
2019
Q3 | $1.2M | Buy |
19,761
+635
| +3% | +$38.6K | 0.15% | 134 |
|
|
2019
Q2 | $1K | Buy |
19,126
+51
| +0.3% | +$3 | ﹤0.01% | 414 |
|
|
2019
Q1 | $1.07M | Buy |
19,075
+13,393
| +236% | +$751K | 0.15% | 135 |
|
|
2018
Q4 | $304K | Buy |
+5,682
| New | +$304K | 0.05% | 288 |
|
|
2017
Q2 | – | Sell |
-44,709
| Closed | -$2.44M | – | 420 |
|
|
2017
Q1 | $2.44M | Buy |
+44,709
| New | +$2.44M | 0.39% | 73 |
|