Marcum Wealth’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
Q1 | $776K | Sell |
9,503
-132
| -1% | -$10.8K | 0.07% | 139 |
|
|
2024
Q4 | $757K | Buy |
9,635
+892
| +10% | +$70.1K | 0.07% | 142 |
|
|
2024
Q3 | $726K | Buy |
8,743
+1,718
| +24% | +$143K | 0.07% | 144 |
|
|
2024
Q2 | $538K | Sell |
7,025
-573
| -8% | -$43.9K | 0.05% | 178 |
|
|
2024
Q1 | $580K | Sell |
7,598
-2,324
| -23% | -$177K | 0.06% | 171 |
|
|
2023
Q4 | $715K | Sell |
9,922
-3,558
| -26% | -$256K | 0.08% | 137 |
|
|
2023
Q3 | $928K | Sell |
13,480
-140
| -1% | -$9.63K | 0.11% | 93 |
|
|
2023
Q2 | $1.01M | Sell |
13,620
-1,021
| -7% | -$75.7K | 0.12% | 89 |
|
|
2023
Q1 | $1.09M | Buy |
14,641
+1,600
| +12% | +$120K | 0.14% | 85 |
|
|
2022
Q4 | $972K | Buy |
13,041
+1,868
| +17% | +$139K | 0.13% | 86 |
|
|
2022
Q3 | $746K | Buy |
+11,173
| New | +$746K | 0.11% | 107 |
|