SWA
SOA Wealth 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 | $369K | Buy |
4,563
+29
| +0.6% | +$2.35K | 0.07% | 144 |
|
|
2025
Q1 | $370K | Buy |
4,534
+23
| +0.5% | +$1.88K | 0.08% | 129 |
|
|
2024
Q4 | $355K | Sell |
4,511
-88
| -2% | -$6.92K | 0.07% | 139 |
|
|
2024
Q3 | $382K | Buy |
4,599
+23
| +0.5% | +$1.91K | 0.07% | 129 |
|
|
2024
Q2 | $350K | Buy |
4,576
+33
| +0.7% | +$2.53K | 0.07% | 130 |
|
|
2024
Q1 | $347K | Buy |
4,543
+31
| +0.7% | +$2.37K | 0.07% | 131 |
|
|
2023
Q4 | $325K | Buy |
4,512
+23
| +0.5% | +$1.66K | 0.07% | 133 |
|
|
2023
Q3 | $309K | Buy |
4,489
+38
| +0.9% | +$2.62K | 0.08% | 127 |
|
|
2023
Q2 | $330K | Buy |
4,451
+30
| +0.7% | +$2.23K | 0.08% | 127 |
|
|
2023
Q1 | $330K | Buy |
4,421
+20
| +0.5% | +$1.49K | 0.08% | 117 |
|
|
2022
Q4 | $328K | Buy |
4,401
+30
| +0.7% | +$2.24K | 0.09% | 110 |
|
|
2022
Q3 | $291K | Sell |
4,371
-12
| -0.3% | -$799 | 0.09% | 116 |
|
|
2022
Q2 | $316K | Buy |
4,383
+29
| +0.7% | +$2.09K | 0.09% | 113 |
|
|
2022
Q1 | $330K | Buy |
4,354
+19
| +0.4% | +$1.44K | 0.08% | 126 |
|
|
2021
Q4 | $332K | Sell |
4,335
-43
| -1% | -$3.29K | 0.08% | 124 |
|
|
2021
Q3 | $301K | Buy |
4,378
+25
| +0.6% | +$1.72K | 0.08% | 130 |
|
|
2021
Q2 | $304K | Buy |
4,353
+27
| +0.6% | +$1.89K | 0.08% | 127 |
|
|
2021
Q1 | $295K | Buy |
4,326
+21
| +0.5% | +$1.43K | 0.08% | 122 |
|
|
2020
Q4 | $283K | Buy |
+4,305
| New | +$283K | 0.08% | 120 |
|