JPLA
Joseph P. Lucia & Associates’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 | $267K | Buy |
3,301
+497
| +18% | +$40.2K | 0.11% | 126 |
|
|
2025
Q1 | $229K | Sell |
2,804
-37
| -1% | -$3.02K | 0.1% | 124 |
|
|
2024
Q4 | $223K | Sell |
2,841
-242
| -8% | -$19K | 0.1% | 124 |
|
|
2024
Q3 | $256K | Buy |
3,083
+37
| +1% | +$3.07K | 0.12% | 107 |
|
|
2024
Q2 | $233K | Sell |
3,046
-300
| -9% | -$23K | 0.12% | 106 |
|
|
2024
Q1 | $256K | Sell |
3,346
-1,140
| -25% | -$87.1K | 0.14% | 101 |
|
|
2023
Q4 | $323K | Buy |
4,486
+208
| +5% | +$15K | 0.2% | 91 |
|
|
2023
Q3 | $294K | Buy |
4,278
+1,379
| +48% | +$94.9K | 0.21% | 90 |
|
|
2023
Q2 | $215K | Sell |
2,899
-504
| -15% | -$37.4K | 0.14% | 109 |
|
|
2023
Q1 | $254K | Hold |
3,403
| – | – | 0.18% | 98 |
|
|
2022
Q4 | $254K | Buy |
3,403
+57
| +2% | +$4.25K | 0.19% | 95 |
|
|
2022
Q3 | $223K | Buy |
3,346
+288
| +9% | +$19.2K | 0.18% | 98 |
|
|
2022
Q2 | $221K | Buy |
3,058
+14
| +0.5% | +$1.01K | 0.16% | 95 |
|
|
2022
Q1 | $231K | Sell |
3,044
-524
| -15% | -$39.8K | 0.14% | 106 |
|
|
2021
Q4 | $275K | Hold |
3,568
| – | – | 0.17% | 101 |
|
|
2021
Q3 | $246K | Buy |
3,568
+14
| +0.4% | +$965 | 0.15% | 118 |
|
|
2021
Q2 | $249K | Sell |
3,554
-85
| -2% | -$5.96K | 0.15% | 110 |
|
|
2021
Q1 | $249K | Buy |
3,639
+148
| +4% | +$10.1K | 0.11% | 105 |
|
|
2020
Q4 | $235K | Hold |
3,491
| – | – | 0.16% | 96 |
|
|
2020
Q3 | $224K | Hold |
3,491
| – | – | 0.21% | 85 |
|
|
2020
Q2 | $205K | Hold |
3,491
| – | – | 0.18% | 86 |
|
|
2020
Q1 | $190K | Hold |
3,491
| – | – | 0.21% | 84 |
|
|
2019
Q4 | $220K | Sell |
3,491
-50
| -1% | -$3.15K | 0.2% | 87 |
|
|
2019
Q3 | $217K | Hold |
3,541
| – | – | 0.22% | 85 |
|
|
2019
Q2 | $206K | Sell |
3,541
-84,205
| -96% | -$4.9M | 0.22% | 85 |
|
|
2019
Q1 | $1.57K | Buy |
+87,746
| New | +$1.57K | 0.12% | 95 |
|