Investment Partners’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 | $538K | Buy |
6,641
+205
| +3% | +$16.6K | 0.2% | 95 |
|
|
2025
Q1 | $526K | Buy |
6,436
+136
| +2% | +$11.1K | 0.22% | 92 |
|
|
2024
Q4 | $495K | Hold |
6,300
| – | – | 0.2% | 95 |
|
|
2024
Q3 | $523K | Hold |
6,300
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $482K | Hold |
6,300
| – | – | 0.22% | 92 |
|
|
2024
Q1 | $481K | Hold |
6,300
| – | – | 0.22% | 93 |
|
|
2023
Q4 | $454K | Hold |
6,300
| – | – | 0.22% | 94 |
|
|
2023
Q3 | $434K | Hold |
6,300
| – | – | 0.23% | 94 |
|
|
2023
Q2 | $467K | Hold |
6,300
| – | – | 0.24% | 89 |
|
|
2023
Q1 | $471K | Hold |
6,300
| – | – | 0.25% | 91 |
|
|
2022
Q4 | $470K | Hold |
6,300
| – | – | 0.25% | 93 |
|
|
2022
Q3 | $420K | Sell |
6,300
-540
| -8% | -$36K | 0.13% | 157 |
|
|
2022
Q2 | $494K | Buy |
+6,840
| New | +$494K | 0.24% | 89 |
|
|
2019
Q4 | – | Sell |
-3,365
| Closed | -$207K | – | 152 |
|
|
2019
Q3 | $207K | Buy |
+3,365
| New | +$207K | 0.15% | 138 |
|