Institute for Wealth 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 | – | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $489K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $353K | Sell |
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|
2017
Q3 | $342K | Sell |
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|
2017
Q2 | $545K | Buy |
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|
2015
Q4 | $1.18M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.47M | Sell |
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|
2015
Q1 | $3.22M | Sell |
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|
2014
Q4 | $3.4M | Sell |
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|
2014
Q3 | $3.21M | Sell |
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|
2014
Q2 | $3.5M | Buy |
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|
2014
Q1 | $3.12M | Sell |
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|
2013
Q4 | $5.35M | Buy |
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|
2013
Q3 | $2.29M | Sell |
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|
2013
Q2 | $5.46M | Buy |
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