Strategic 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 | $263K | Buy |
+3,249
| New | +$263K | 0.03% | 220 |
|
|
2024
Q4 | – | Sell |
-5,476
| Closed | -$455K | – | 250 |
|
|
2024
Q3 | $455K | Buy |
+5,476
| New | +$455K | 0.05% | 186 |
|
|
2023
Q1 | – | Sell |
-8,105
| Closed | -$604K | – | 253 |
|
|
2022
Q4 | $604K | Buy |
+8,105
| New | +$604K | 0.13% | 137 |
|
|
2021
Q4 | – | Sell |
-7,937
| Closed | -$546K | – | 195 |
|
|
2021
Q3 | $546K | Buy |
+7,937
| New | +$546K | 0.12% | 150 |
|
|
2021
Q1 | – | Sell |
-17,960
| Closed | -$1.21M | – | 217 |
|
|
2020
Q4 | $1.21M | Buy |
17,960
+770
| +4% | +$51.9K | 0.35% | 62 |
|
|
2020
Q3 | $1.1M | Buy |
+17,190
| New | +$1.1M | 0.37% | 59 |
|
|
2019
Q3 | – | Sell |
-4,075
| Closed | -$233K | – | 169 |
|
|
2019
Q2 | $233K | Buy |
+4,075
| New | +$233K | 0.13% | 124 |
|