SMART Wealth’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 | $5.38M | Buy |
66,447
+9,517
| +17% | +$771K | 1.69% | 15 |
|
|
2025
Q1 | $4.65M | Buy |
56,930
+33,503
| +143% | +$2.74M | 1.67% | 14 |
|
|
2024
Q4 | $1.84M | Sell |
23,427
-4,496
| -16% | -$353K | 0.66% | 49 |
|
|
2024
Q3 | $2.32M | Buy |
27,923
+9,299
| +50% | +$772K | 0.91% | 30 |
|
|
2024
Q2 | $1.43M | Buy |
18,624
+1,439
| +8% | +$110K | 0.58% | 45 |
|
|
2024
Q1 | $1.31M | Buy |
17,185
+379
| +2% | +$28.9K | 0.59% | 40 |
|
|
2023
Q4 | $1.21M | Sell |
16,806
-8,250
| -33% | -$594K | 0.66% | 32 |
|
|
2023
Q3 | $1.72M | Sell |
25,056
-6,041
| -19% | -$416K | 1.3% | 22 |
|
|
2023
Q2 | $2.31M | Buy |
31,097
+12,029
| +63% | +$892K | 1.74% | 11 |
|
|
2023
Q1 | $1.42M | Sell |
19,068
-13,738
| -42% | -$1.03M | 1.26% | 24 |
|
|
2022
Q4 | $2.45M | Buy |
+32,806
| New | +$2.45M | 1.84% | 18 |
|