Smith Salley Wealth Management’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 | $305K | Sell |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $550K | Sell |
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|
2019
Q2 | $531K | Sell |
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|
2019
Q1 | $534K | Buy |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $487K | Sell |
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|
2018
Q2 | $472K | Sell |
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|
2018
Q1 | $572K | Sell |
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|
2017
Q4 | $639K | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.04M | Sell |
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|
2015
Q2 | $1.12M | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.18M | Sell |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $1.2M | Sell |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.07M | Buy |
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|
2013
Q2 | $1.04M | Buy |
|