Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92.7K | Sell |
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|
2025
Q2 | $278K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $252K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8 | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Buy |
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