Retirement Guys Formula’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 | $2.51M | Buy |
30,977
+1,466
| +5% | +$119K | 0.95% | 28 |
|
|
2025
Q1 | $2.41M | Sell |
29,511
-1,165
| -4% | -$95.1K | 1.2% | 19 |
|
|
2024
Q4 | $2.41M | Sell |
30,676
-673
| -2% | -$52.9K | 1.22% | 17 |
|
|
2024
Q3 | $2.6M | Sell |
31,349
-587
| -2% | -$48.7K | 1.21% | 15 |
|
|
2024
Q2 | $2.45M | Sell |
31,936
-678
| -2% | -$51.9K | 1.17% | 15 |
|
|
2024
Q1 | $2.49M | Sell |
32,614
-1,783
| -5% | -$136K | 1.21% | 16 |
|
|
2023
Q4 | $2.48M | Sell |
34,397
-2,251
| -6% | -$162K | 1.33% | 17 |
|
|
2023
Q3 | $2.52M | Sell |
36,648
-1,180
| -3% | -$81.2K | 1.76% | 12 |
|
|
2023
Q2 | $2.81M | Buy |
37,828
+875
| +2% | +$64.9K | 1.63% | 14 |
|
|
2023
Q1 | $2.76M | Buy |
36,953
+33
| +0.1% | +$2.47K | 1.98% | 11 |
|
|
2022
Q4 | $2.75M | Sell |
36,920
-16,394
| -31% | -$1.22M | 2.26% | 10 |
|
|
2022
Q3 | $3.56M | Sell |
53,314
-1,222
| -2% | -$81.6K | 3.75% | 5 |
|
|
2022
Q2 | $3.94M | Sell |
54,536
-7,091
| -12% | -$512K | 4.04% | 4 |
|
|
2022
Q1 | $4.68M | Sell |
61,627
-7,890
| -11% | -$599K | 3.13% | 6 |
|
|
2021
Q4 | $5.36M | Buy |
+69,517
| New | +$5.36M | 4.25% | 3 |
|