Spruce Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $747K | Sell |
|
|||||
|
2017
Q3 | $769K | Sell |
|
|||||
|
2017
Q2 | $789K | Sell |
|
|||||
|
2017
Q1 | $2.04M | Sell |
|
|||||
|
2016
Q4 | $2.52M | Sell |
|
|||||
|
2016
Q3 | $3.6M | Sell |
|
|||||
|
2016
Q2 | $4.48M | Sell |
|
|||||
|
2016
Q1 | $6.9M | Buy |
|
|||||
|
2015
Q4 | $6.28M | Sell |
|
|||||
|
2015
Q3 | $20.4M | Sell |
|
|||||
|
2015
Q2 | $20.9M | Buy |
|
|||||
|
2015
Q1 | $20M | Sell |
|
|||||
|
2014
Q4 | $24.1M | Buy |
|
|||||
|
2014
Q3 | $6.2M | Buy |
|