Simon Quick Advisors’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
Q3 | $252K | Sell |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $13K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $39K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $55K | Buy |
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|
2017
Q4 | $58K | Buy |
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|
2017
Q3 | $3K | Buy |
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