MWPCG
Measured Wealth Private Client Group’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 | $9.74M | Buy |
120,309
+2,184
| +2% | +$177K | 2.91% | 9 |
|
|
2025
Q1 | $9.65M | Buy |
118,125
+28,556
| +32% | +$2.33M | 3.1% | 9 |
|
|
2024
Q4 | $7.04M | Buy |
89,569
+8,278
| +10% | +$651K | 2.28% | 11 |
|
|
2024
Q3 | $6.75M | Buy |
81,291
+28,443
| +54% | +$2.36M | 2.26% | 10 |
|
|
2024
Q2 | $4.05M | Sell |
52,848
-1,816
| -3% | -$139K | 1.42% | 13 |
|
|
2024
Q1 | $4.17M | Sell |
54,664
-892
| -2% | -$68.1K | 1.46% | 12 |
|
|
2023
Q4 | $4M | Buy |
55,556
+411
| +0.7% | +$29.6K | 1.47% | 14 |
|
|
2023
Q3 | $3.79M | Sell |
55,145
-2,194
| -4% | -$151K | 1.53% | 13 |
|
|
2023
Q2 | $4.25M | Sell |
57,339
-8,664
| -13% | -$643K | 1.62% | 13 |
|
|
2023
Q1 | $4.93M | Sell |
66,003
-1,647
| -2% | -$123K | 1.9% | 10 |
|
|
2022
Q4 | $5.04M | Buy |
67,650
+6,794
| +11% | +$506K | 2.08% | 9 |
|
|
2022
Q3 | $4.06M | Buy |
60,856
+40,606
| +201% | +$2.71M | 1.79% | 13 |
|
|
2022
Q2 | $1.46M | Buy |
+20,250
| New | +$1.46M | 0.65% | 24 |
|
|
2018
Q4 | – | Sell |
-190
| Closed | -$10K | – | 725 |
|
|
2018
Q3 | $10K | Buy |
+190
| New | +$10K | 0.01% | 627 |
|