Montag & Associates’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $695K | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $4.47M | Buy |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $97K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $210K | Sell |
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|
2016
Q1 | $857K | Buy |
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|
2015
Q4 | $214K | Buy |
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