KCFA
Key Client Fiduciary Advisors’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 | $595K | Sell |
7,345
-708
| -9% | -$57.3K | 0.24% | 94 |
|
|
2025
Q1 | $658K | Buy |
8,053
+593
| +8% | +$48.4K | 0.3% | 76 |
|
|
2024
Q4 | $586K | Buy |
7,460
+158
| +2% | +$12.4K | 0.26% | 88 |
|
|
2024
Q3 | $606K | Buy |
7,302
+162
| +2% | +$13.4K | 0.27% | 81 |
|
|
2024
Q2 | $547K | Buy |
7,140
+132
| +2% | +$10.1K | 0.27% | 85 |
|
|
2024
Q1 | $535K | Sell |
7,008
-2,545
| -27% | -$194K | 0.28% | 80 |
|
|
2023
Q4 | $688K | Sell |
9,553
-365
| -4% | -$26.3K | 0.4% | 56 |
|
|
2023
Q3 | $682K | Buy |
9,918
+1,752
| +21% | +$121K | 0.42% | 57 |
|
|
2023
Q2 | $606K | Sell |
8,166
-2,154
| -21% | -$160K | 0.35% | 61 |
|
|
2023
Q1 | $771K | Buy |
10,320
+2,890
| +39% | +$216K | 0.48% | 48 |
|
|
2022
Q4 | $554K | Buy |
7,430
+2,083
| +39% | +$155K | 0.37% | 56 |
|
|
2022
Q3 | $357K | Buy |
5,347
+1,129
| +27% | +$75.4K | 0.32% | 66 |
|
|
2022
Q2 | $304K | Buy |
4,218
+702
| +20% | +$50.6K | 0.3% | 77 |
|
|
2022
Q1 | $267K | Buy |
3,516
+431
| +14% | +$32.7K | 0.21% | 97 |
|
|
2021
Q4 | $238K | Buy |
+3,085
| New | +$238K | 0.2% | 106 |
|