The Family Firm’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
Q2 | – | Sell |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $549K | Buy |
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|
2024
Q3 | $495K | Buy |
|
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $450K | Buy |
|
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|
2023
Q4 | $421K | Buy |
|
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $285K | Buy |
|
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $476K | Buy |
|
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $425K | Sell |
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|
2019
Q3 | $425K | Sell |
|
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $433K | Buy |
|
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $376K | Buy |
|
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|
2017
Q4 | $344K | Buy |
|
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $214K | Buy |
|
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|
2015
Q2 | $215K | Buy |
|