Sequent Planning’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 | $688K | Buy |
8,500
+1,798
| +27% | +$146K | 0.22% | 76 |
|
|
2025
Q1 | $547K | Buy |
6,702
+1,760
| +36% | +$144K | 0.2% | 76 |
|
|
2024
Q4 | $389K | Buy |
4,942
+643
| +15% | +$50.5K | 0.14% | 96 |
|
|
2024
Q3 | $357K | Buy |
4,299
+289
| +7% | +$24K | 0.12% | 109 |
|
|
2024
Q2 | $305K | Buy |
4,010
+1,085
| +37% | +$82.5K | 0.1% | 109 |
|
|
2024
Q1 | $223K | Buy |
+2,925
| New | +$223K | 0.08% | 129 |
|