SFA
Sequoia Financial 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 | $2.63M | Buy |
32,531
+4,690
| +17% | +$380K | 0.02% | 401 |
|
|
2025
Q1 | $2.27M | Sell |
27,841
-4,879
| -15% | -$398K | 0.02% | 399 |
|
|
2024
Q4 | $2.57M | Buy |
32,720
+19,509
| +148% | +$1.53M | 0.02% | 358 |
|
|
2024
Q3 | $1.1M | Buy |
13,211
+1,041
| +9% | +$86.4K | 0.01% | 512 |
|
|
2024
Q2 | $932K | Sell |
12,170
-1,632
| -12% | -$125K | 0.01% | 492 |
|
|
2024
Q1 | $1.05M | Buy |
13,802
+311
| +2% | +$23.7K | 0.01% | 458 |
|
|
2023
Q4 | $972K | Sell |
13,491
-162
| -1% | -$11.7K | 0.01% | 534 |
|
|
2023
Q3 | $939K | Sell |
13,653
-633
| -4% | -$43.6K | 0.02% | 353 |
|
|
2023
Q2 | $1.06M | Sell |
14,286
-396
| -3% | -$29.4K | 0.02% | 338 |
|
|
2023
Q1 | $1.1M | Buy |
14,682
+1,211
| +9% | +$90.5K | 0.02% | 297 |
|
|
2022
Q4 | $1M | Buy |
13,471
+5,199
| +63% | +$388K | 0.02% | 290 |
|
|
2022
Q3 | $552K | Sell |
8,272
-5,882
| -42% | -$393K | 0.02% | 283 |
|
|
2022
Q2 | $1.02M | Buy |
14,154
+1,453
| +11% | +$105K | 0.03% | 231 |
|
|
2022
Q1 | $964K | Buy |
12,701
+2,092
| +20% | +$159K | 0.02% | 262 |
|
|
2021
Q4 | $818K | Buy |
10,609
+6,819
| +180% | +$526K | 0.02% | 254 |
|
|
2021
Q3 | $261K | Sell |
3,790
-5,056
| -57% | -$348K | 0.03% | 224 |
|
|
2021
Q2 | $619K | Sell |
8,846
-589
| -6% | -$41.2K | 0.02% | 249 |
|
|
2021
Q1 | $645K | Hold |
9,435
| – | – | 0.03% | 226 |
|
|
2020
Q4 | $636K | Sell |
9,435
-116
| -1% | -$7.82K | 0.03% | 218 |
|
|
2020
Q3 | $612K | Buy |
9,551
+116
| +1% | +$7.43K | 0.03% | 202 |
|
|
2020
Q2 | $553K | Buy |
9,435
+4,630
| +96% | +$271K | 0.03% | 206 |
|
|
2020
Q1 | $262K | Hold |
4,805
| – | – | 0.02% | 287 |
|
|
2019
Q4 | $303K | Hold |
4,805
| – | – | 0.02% | 297 |
|
|
2019
Q3 | $295K | Buy |
+4,805
| New | +$295K | 0.02% | 283 |
|
|
2019
Q1 | – | Sell |
-5,350
| Closed | -$272K | – | 377 |
|
|
2018
Q4 | $272K | Hold |
5,350
| – | – | 0.03% | 222 |
|
|
2018
Q3 | $289K | Buy |
+5,350
| New | +$289K | 0.03% | 233 |
|
|
2018
Q1 | – | Sell |
-6,520
| Closed | -$371K | – | 330 |
|
|
2017
Q4 | $371K | Buy |
+6,520
| New | +$371K | 0.04% | 201 |
|
|
2017
Q3 | – | Sell |
-6,261
| Closed | -$344K | – | 307 |
|
|
2017
Q2 | $344K | Buy |
+6,261
| New | +$344K | 0.04% | 192 |
|