SOA Wealth 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 | $306K | Sell |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $295K | Buy |
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|
2020
Q4 | $283K | Buy |
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