SVWAG
Sound View Wealth Advisors Group’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 | $5.14M | Buy |
63,475
+4,358
| +7% | +$353K | 0.38% | 64 |
|
|
2025
Q1 | $4.83M | Buy |
59,117
+2,192
| +4% | +$179K | 0.4% | 62 |
|
|
2024
Q4 | $4.47M | Buy |
56,925
+3,696
| +7% | +$291K | 0.36% | 62 |
|
|
2024
Q3 | $4.42M | Buy |
53,229
+20,857
| +64% | +$1.73M | 0.36% | 63 |
|
|
2024
Q2 | $2.48M | Buy |
32,372
+3,220
| +11% | +$247K | 0.26% | 86 |
|
|
2024
Q1 | $2.23M | Sell |
29,152
-5,242
| -15% | -$400K | 0.24% | 102 |
|
|
2023
Q4 | $2.48M | Sell |
34,394
-6,955
| -17% | -$501K | 0.27% | 89 |
|
|
2023
Q3 | $2.85M | Buy |
41,349
+10,162
| +33% | +$699K | 0.35% | 66 |
|
|
2023
Q2 | $2.31M | Buy |
31,187
+3,137
| +11% | +$233K | 0.3% | 80 |
|
|
2023
Q1 | $2.1M | Sell |
28,050
-6,344
| -18% | -$474K | 0.29% | 84 |
|
|
2022
Q4 | $2.48M | Buy |
34,394
+21,052
| +158% | +$1.52M | 0.27% | 89 |
|
|
2022
Q3 | $890K | Buy |
13,342
+564
| +4% | +$37.6K | 0.2% | 112 |
|
|
2022
Q2 | $922K | Buy |
12,778
+2,463
| +24% | +$178K | 0.19% | 114 |
|
|
2022
Q1 | $783K | Buy |
10,315
+1,827
| +22% | +$139K | 0.15% | 133 |
|
|
2021
Q4 | $654K | Buy |
8,488
+1,140
| +16% | +$87.8K | 0.12% | 152 |
|
|
2021
Q3 | $506K | Buy |
7,348
+1,272
| +21% | +$87.6K | 0.11% | 169 |
|
|
2021
Q2 | $425K | Buy |
6,076
+2,887
| +91% | +$202K | 0.09% | 189 |
|
|
2021
Q1 | $218K | Buy |
+3,189
| New | +$218K | 0.05% | 251 |
|