Integrated Wealth Concepts’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 | $12.3M | Buy |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.7M | Buy |
|
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|
2024
Q2 | $8.93M | Buy |
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|
2024
Q1 | $8.87M | Sell |
|
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|
2023
Q4 | $8.37M | Sell |
|
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|
2023
Q3 | $8.45M | Buy |
|
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|
2023
Q2 | $8.38M | Buy |
|
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|
2023
Q1 | $7.84M | Buy |
|
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|
2022
Q4 | $2.99M | Buy |
|
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|
2022
Q3 | $2.37M | Sell |
|
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|
2022
Q2 | $4.98M | Buy |
|
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|
2022
Q1 | $4.14M | Buy |
|
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|
2021
Q4 | $1.17M | Buy |
|
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|
2021
Q3 | $940K | Buy |
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|
2021
Q2 | $740K | Buy |
|
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|
2021
Q1 | $566K | Buy |
|
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|
2020
Q4 | $384K | Sell |
|
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|
2020
Q3 | $1.25M | Sell |
|
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|
2020
Q2 | $1.18M | Buy |
|
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|
2020
Q1 | $235K | Buy |
|
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|
2019
Q4 | $269K | Sell |
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|
2019
Q3 | $287K | Buy |
|