Sage Financial Management Group’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 | – | Sell |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $323K | Hold |
|
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $297K | Hold |
|
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|
2023
Q4 | $280K | Hold |
|
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $231K | Sell |
|
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $326K | Sell |
|
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $563K | Buy |
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