Key Financial Inc’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 | $31.7K | Hold |
392
| – | – | 0.01% | 586 |
|
|
2025
Q1 | $32K | Hold |
392
| – | – | 0.01% | 560 |
|
|
2024
Q4 | $30.8K | Hold |
392
| – | – | 0.01% | 566 |
|
|
2024
Q3 | $32.5K | Hold |
392
| – | – | 0.01% | 554 |
|
|
2024
Q2 | $30K | Hold |
392
| – | – | 0.01% | 565 |
|
|
2024
Q1 | $29.9K | Hold |
392
| – | – | 0.01% | 534 |
|
|
2023
Q4 | $28.2K | Hold |
392
| – | – | 0.01% | 523 |
|
|
2023
Q3 | $27K | Hold |
392
| – | – | 0.01% | 503 |
|
|
2023
Q2 | $29.1K | Buy |
392
+30
| +8% | +$2.23K | 0.01% | 496 |
|
|
2023
Q1 | $27K | Hold |
362
| – | – | 0.01% | 483 |
|
|
2022
Q4 | $24.2K | Hold |
362
| – | – | 0.01% | 461 |
|
|
2022
Q3 | $24K | Hold |
362
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $27K | Hold |
362
| – | – | 0.01% | 452 |
|
|
2022
Q1 | $27K | Hold |
362
| – | – | 0.01% | 452 |
|
|
2021
Q4 | $28K | Hold |
362
| – | – | 0.01% | 430 |
|
|
2021
Q3 | $25K | Hold |
362
| – | – | 0.01% | 435 |
|
|
2021
Q2 | $26K | Hold |
362
| – | – | 0.01% | 435 |
|
|
2021
Q1 | $25K | Hold |
362
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $24K | Buy |
+362
| New | +$24K | 0.02% | 350 |
|
|
2020
Q2 | – | Sell |
-362
| Closed | -$20K | – | 665 |
|
|
2020
Q1 | $20K | Buy |
+362
| New | +$20K | 0.02% | 324 |
|