SMA
Sage Mountain Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Hold |
223
| – | – | ﹤0.01% | 472 |
|
|
2025
Q1 | $18.2K | Hold |
223
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $17.5K | Hold |
223
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $18.5K | Hold |
223
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $17.1K | Hold |
223
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $17K | Hold |
223
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $16.1K | Hold |
223
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $15.3K | Hold |
223
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $16.5K | Hold |
223
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $16.7K | Hold |
223
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $16.6K | Hold |
223
| – | – | ﹤0.01% | 263 |
|
|
2022
Q3 | $15K | Hold |
223
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $16K | Hold |
223
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $17K | Hold |
223
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $17K | Hold |
223
| – | – | ﹤0.01% | 654 |
|
|
2021
Q3 | $15K | Hold |
223
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $16K | Hold |
223
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $15K | Sell |
223
-77
| -26% | -$5.18K | ﹤0.01% | 437 |
|
|
2020
Q4 | $20K | Buy |
+300
| New | +$20K | 0.01% | 251 |
|