Spire Wealth Management’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 | $10.3M | Sell |
127,598
-30,939
| -20% | -$2.5M | 0.37% | 56 |
|
|
2025
Q1 | $12.9M | Buy |
158,537
+22,393
| +16% | +$1.83M | 0.41% | 48 |
|
|
2024
Q4 | $10.7M | Sell |
136,144
-3,563
| -3% | -$280K | 0.33% | 67 |
|
|
2024
Q3 | $11.6M | Buy |
139,707
+12,000
| +9% | +$996K | 0.39% | 51 |
|
|
2024
Q2 | $9.76M | Sell |
127,707
-4,556
| -3% | -$348K | 0.34% | 56 |
|
|
2024
Q1 | $25.1M | Sell |
132,263
-11,804
| -8% | -$2.24M | 0.46% | 41 |
|
|
2023
Q4 | $10.4M | Sell |
144,067
-78,007
| -35% | -$5.62M | 0.34% | 59 |
|
|
2023
Q3 | $15.3M | Buy |
222,074
+23,868
| +12% | +$1.64M | 0.58% | 35 |
|
|
2023
Q2 | $14.7M | Buy |
198,206
+45,290
| +30% | +$3.36M | 0.54% | 35 |
|
|
2023
Q1 | $11.4M | Buy |
152,916
+22,640
| +17% | +$1.69M | 0.44% | 47 |
|
|
2022
Q4 | $9.71M | Sell |
130,276
-12,736
| -9% | -$949K | 0.55% | 43 |
|
|
2022
Q3 | $9.54M | Sell |
143,012
-10,697
| -7% | -$714K | 0.58% | 36 |
|
|
2022
Q2 | $11.1M | Sell |
153,709
-3,493
| -2% | -$252K | 0.46% | 51 |
|
|
2022
Q1 | $11.9M | Sell |
157,202
-35,950
| -19% | -$2.73M | 0.32% | 79 |
|
|
2021
Q4 | $14.9M | Buy |
193,152
+8,185
| +4% | +$633K | 0.33% | 81 |
|
|
2021
Q3 | $12.7M | Sell |
184,967
-36,873
| -17% | -$2.54M | 0.34% | 82 |
|
|
2021
Q2 | $15.6M | Buy |
221,840
+3,847
| +2% | +$270K | 0.42% | 56 |
|
|
2021
Q1 | $14.8M | Buy |
+217,993
| New | +$14.8M | 0.39% | 59 |
|