Petra Financial Advisors’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 | $228K | Hold |
2,820
| – | – | 0.14% | 130 |
|
|
2025
Q1 | $230K | Hold |
2,820
| – | – | 0.19% | 113 |
|
|
2024
Q4 | $222K | Sell |
2,820
-1,002
| -26% | -$78.8K | 0.15% | 131 |
|
|
2024
Q3 | $317K | Sell |
3,822
-100
| -3% | -$8.3K | 0.21% | 106 |
|
|
2024
Q2 | $300K | Sell |
3,922
-403
| -9% | -$30.9K | 0.22% | 100 |
|
|
2024
Q1 | $330K | Hold |
4,325
| – | – | 0.24% | 95 |
|
|
2023
Q4 | $312K | Sell |
4,325
-142
| -3% | -$10.2K | 0.26% | 88 |
|
|
2023
Q3 | $307K | Sell |
4,467
-127
| -3% | -$8.74K | 0.26% | 94 |
|
|
2023
Q2 | $341K | Buy |
+4,594
| New | +$341K | 0.3% | 84 |
|
|
2023
Q1 | – | Sell |
-4,865
| Closed | -$363K | – | 106 |
|
|
2022
Q4 | $363K | Buy |
+4,865
| New | +$363K | 0.4% | 64 |
|