SW
Simplicity Wealth’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 | $1.97M | Buy |
24,306
+12,145
| +100% | +$983K | 0.08% | 221 |
|
|
2025
Q1 | $993K | Buy |
+12,161
| New | +$993K | 0.08% | 258 |
|
|
2024
Q4 | – | Sell |
-7,879
| Closed | -$654K | – | 524 |
|
|
2024
Q3 | $654K | Buy |
7,879
+2,101
| +36% | +$174K | 0.06% | 253 |
|
|
2024
Q2 | $442K | Sell |
5,778
-48,052
| -89% | -$3.68M | 0.01% | 804 |
|
|
2024
Q1 | $4.11M | Buy |
53,830
+44,789
| +495% | +$3.42M | 0.1% | 211 |
|
|
2023
Q4 | $651K | Buy |
+9,041
| New | +$651K | 0.25% | 64 |
|
|
2022
Q4 | – | Sell |
-5,079
| Closed | -$339K | – | 99 |
|
|
2022
Q3 | $339K | Sell |
5,079
-110
| -2% | -$7.34K | 0.46% | 51 |
|
|
2022
Q2 | $375K | Sell |
5,189
-4,278
| -45% | -$309K | 0.55% | 44 |
|
|
2022
Q1 | $718K | Sell |
9,467
-31,520
| -77% | -$2.39M | 0.7% | 39 |
|
|
2021
Q4 | $3.16M | Buy |
+40,987
| New | +$3.16M | 1.7% | 24 |
|