LifePlan Financial’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 | $7.84M | Sell |
96,828
-1,059
| -1% | -$85.7K | 6.5% | 3 |
|
|
2025
Q1 | $7.99M | Buy |
97,887
+2,806
| +3% | +$229K | 6.97% | 2 |
|
|
2024
Q4 | $7.47M | Buy |
95,081
+379
| +0.4% | +$29.8K | 6.6% | 3 |
|
|
2024
Q3 | $7.86M | Buy |
94,702
+1,706
| +2% | +$142K | 6.75% | 3 |
|
|
2024
Q2 | $7.12M | Buy |
92,996
+12,916
| +16% | +$989K | 6.56% | 3 |
|
|
2024
Q1 | $6.11M | Buy |
80,080
+14,217
| +22% | +$1.09M | 5.6% | 3 |
|
|
2023
Q4 | $4.74M | Buy |
+65,863
| New | +$4.74M | 4.75% | 3 |
|