Larson Financial Group’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 | $2.96M | Buy |
36,598
+31,441
| +610% | +$2.55M | 0.12% | 165 |
|
|
2025
Q1 | $421K | Sell |
5,157
-1,552
| -23% | -$127K | 0.02% | 439 |
|
|
2024
Q4 | $527K | Buy |
6,709
+426
| +7% | +$33.5K | 0.03% | 340 |
|
|
2024
Q3 | $521K | Buy |
6,283
+183
| +3% | +$15.2K | 0.03% | 325 |
|
|
2024
Q2 | $467K | Buy |
6,100
+2,790
| +84% | +$214K | 0.03% | 286 |
|
|
2024
Q1 | $253K | Sell |
3,310
-21
| -0.6% | -$1.6K | 0.02% | 340 |
|
|
2023
Q4 | $240K | Sell |
3,331
-137
| -4% | -$9.87K | 0.02% | 311 |
|
|
2023
Q3 | $239K | Buy |
3,468
+1,014
| +41% | +$69.8K | 0.02% | 292 |
|
|
2023
Q2 | $182K | Buy |
2,454
+108
| +5% | +$8.01K | 0.02% | 331 |
|
|
2023
Q1 | $175K | Buy |
2,346
+53
| +2% | +$3.96K | 0.02% | 334 |
|
|
2022
Q4 | $171K | Sell |
2,293
-65
| -3% | -$4.85K | 0.02% | 325 |
|
|
2022
Q3 | $157K | Buy |
2,358
+1,116
| +90% | +$74.3K | 0.02% | 302 |
|
|
2022
Q2 | $90K | Sell |
1,242
-6,107
| -83% | -$443K | 0.02% | 272 |
|
|
2022
Q1 | $558K | Buy |
7,349
+1,507
| +26% | +$114K | 0.09% | 99 |
|
|
2021
Q4 | $450K | Buy |
5,842
+1,735
| +42% | +$134K | 0.07% | 125 |
|
|
2021
Q3 | $283K | Hold |
4,107
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $287K | Buy |
4,107
+21
| +0.5% | +$1.47K | 0.07% | 99 |
|
|
2021
Q1 | $279K | Buy |
4,086
+3,914
| +2,276% | +$267K | 0.08% | 89 |
|
|
2020
Q4 | $12K | Hold |
172
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $11K | Buy |
172
+119
| +225% | +$7.61K | ﹤0.01% | 429 |
|
|
2020
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 415 |
|