OneDigital Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $258K | Buy |
3,153
+208
| +7% | +$17.5K | ﹤0.01% | 1266 |
|
|
2025
Q4 | $229K | Sell |
2,945
-171
| -5% | -$13.3K | ﹤0.01% | 1374 |
|
|
2025
Q3 | $244K | Sell |
3,116
-100
| -3% | -$8.08K | ﹤0.01% | 1316 |
|
|
2025
Q2 | $260K | Sell |
3,216
-310
| -9% | -$25.2K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $288K | Buy |
3,526
+296
| +9% | +$23.6K | ﹤0.01% | 1133 |
|
|
2024
Q4 | $254K | Buy |
3,230
+575
| +22% | +$46.7K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $220K | Sell |
2,655
-108
| -4% | -$8.67K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $212K | Buy |
+2,763
| New | +$211K | ﹤0.01% | 1268 |
|
|
2023
Q4 | – | Sell |
-4,429
| Closed | -$305K | – | 1155 |
|
|
2023
Q3 | $305K | Sell |
4,429
-125
| -3% | -$9.15K | 0.01% | 804 |
|
|
2023
Q2 | $338K | Buy |
4,554
+221
| +5% | +$16.6K | 0.01% | 779 |
|
|
2023
Q1 | $324K | Sell |
4,333
-465
| -10% | -$34K | 0.01% | 757 |
|
|
2022
Q4 | $358K | Buy |
+4,798
| New | +$350K | 0.01% | 605 |
|
|
2021
Q1 | – | Sell |
-3,151
| Closed | -$213K | – | 770 |
|
|
2020
Q4 | $213K | Sell |
3,151
-407
| -11% | -$26.9K | 0.01% | 579 |
|
|
2020
Q3 | $228K | Sell |
3,558
-57
| -2% | -$3.6K | 0.02% | 516 |
|
|
2020
Q2 | $212K | Sell |
3,615
-1,188
| -25% | -$69.3K | 0.02% | 532 |
|
|
2020
Q1 | $262K | Buy |
4,803
+367
| +8% | +$22.3K | 0.02% | 405 |
|
|
2019
Q4 | $279K | Hold |
4,436
| – | – | 0.02% | 438 |
|
|
2019
Q3 | $272K | Buy |
4,436
+3,920
| +760% | +$236K | 0.02% | 411 |
|
|
2019
Q2 | $30K | Buy |
+516
| New | +$29.5K | ﹤0.01% | 693 |
|
|
2017
Q3 | – | Sell |
-126
| Closed | -$7K | – | 1179 |
|
|
2017
Q2 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 1014 |
|
Other funds holding XLP
