Private Wealth Advisors (California)’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
Q2 | $10.2M | Buy |
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|
2025
Q1 | $7.18M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.79M | Sell |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $9.89M | Sell |
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|
2022
Q3 | $9.8M | Buy |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $8.88M | Buy |
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|
2021
Q4 | $7.67M | Sell |
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|
2021
Q3 | $7.33M | Buy |
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|
2021
Q2 | $5.42M | Sell |
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|
2021
Q1 | $6.61M | Sell |
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|
2020
Q4 | $8.96M | Sell |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $8.66M | Buy |
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|
2020
Q1 | $7.76M | Buy |
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|
2019
Q4 | $8.23M | Buy |
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|
2019
Q3 | $6.76M | Buy |
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|
2019
Q2 | $5.01M | Hold |
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|
2019
Q1 | $5.01M | Buy |
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|
2018
Q4 | $3.81M | Buy |
|