Soltis Investment Advisors’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 | $602K | Sell |
7,431
-1,529
| -17% | -$124K | 0.05% | 234 |
|
|
2025
Q1 | $732K | Sell |
8,960
-2,257
| -20% | -$184K | 0.07% | 196 |
|
|
2024
Q4 | $882K | Sell |
11,217
-476
| -4% | -$37.4K | 0.08% | 174 |
|
|
2024
Q3 | $971K | Sell |
11,693
-2,574
| -18% | -$214K | 0.09% | 157 |
|
|
2024
Q2 | $1.09M | Sell |
14,267
-5,136
| -26% | -$393K | 0.12% | 145 |
|
|
2024
Q1 | $1.48M | Buy |
19,403
+2,578
| +15% | +$197K | 0.17% | 133 |
|
|
2023
Q4 | $1.21M | Buy |
+16,825
| New | +$1.21M | 0.14% | 133 |
|