SWM
Stockman Wealth Management’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 | $3.58M | Buy |
44,180
+101
| +0.2% | +$8.18K | 0.49% | 49 |
|
|
2025
Q1 | $3.6M | Sell |
44,079
-2,385
| -5% | -$195K | 0.53% | 48 |
|
|
2024
Q4 | $3.65M | Sell |
46,464
-4,991
| -10% | -$392K | 0.57% | 43 |
|
|
2024
Q3 | $4.27M | Buy |
51,455
+2,064
| +4% | +$171K | 0.66% | 40 |
|
|
2024
Q2 | $3.78M | Buy |
49,391
+1,130
| +2% | +$86.5K | 0.66% | 40 |
|
|
2024
Q1 | $3.69M | Buy |
48,261
+4,486
| +10% | +$343K | 0.65% | 42 |
|
|
2023
Q4 | $3.15M | Buy |
43,775
+2,243
| +5% | +$162K | 0.63% | 40 |
|
|
2023
Q3 | $2.86M | Buy |
41,532
+2,111
| +5% | +$145K | 0.63% | 41 |
|
|
2023
Q2 | $2.92M | Buy |
39,421
+2,695
| +7% | +$200K | 0.63% | 42 |
|
|
2023
Q1 | $2.74M | Buy |
36,726
+4,514
| +14% | +$337K | 0.61% | 42 |
|
|
2022
Q4 | $2.4M | Buy |
+32,212
| New | +$2.4M | 0.55% | 45 |
|