Valeo Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Valeo Financial Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Buy	13,460 +201	+2%	+$16.3K	0.03%	280
2025 Q1	$1.08M	Sell	13,259 -2	-0%	-$163	0.03%	249
2024 Q4	$1.04M	Buy	13,261 +207	+2%	+$16.3K	0.03%	252
2024 Q3	$1.08M	Buy	13,054 +223	+2%	+$18.5K	0.03%	243
2024 Q2	$983K	Buy	12,831 +2,259	+21%	+$173K	0.03%	244
2024 Q1	$803K	Buy	10,572 +146	+1%	+$11.1K	0.03%	271
2023 Q4	$751K	Buy	10,426 +302	+3%	+$21.8K	0.03%	268
2023 Q3	$697K	Buy	10,124 +202	+2%	+$13.9K	0.03%	261
2023 Q2	$736K	Sell	9,922 -3,955	-29%	-$293K	0.03%	247
2023 Q1	$1.04M	Buy	13,877 +4,326	+45%	+$323K	0.05%	203
2022 Q4	$712K	Buy	9,551 +59	+0.6%	+$4.4K	0.04%	234
2022 Q3	$633K	Sell	9,492 -3,035	-24%	-$202K	0.04%	222
2022 Q2	$904K	Sell	12,527 -11,418	-48%	-$824K	0.06%	172
2022 Q1	$1.82M	Buy	23,945 +647	+3%	+$49.1K	0.09%	125
2021 Q4	$1.8M	Buy	23,298 +2	+0%	+$154	0.1%	125
2021 Q3	$1.6M	Buy	23,296 +43	+0.2%	+$2.96K	0.09%	130
2021 Q2	$1.63M	Buy	23,253 +428	+2%	+$29.9K	0.1%	118
2021 Q1	$1.56M	Sell	22,825 -363	-2%	-$24.8K	0.07%	140
2020 Q4	$1.56M	Buy	23,188 +117	+0.5%	+$7.89K	0.08%	125
2020 Q3	$1.48M	Sell	23,071 -7,209	-24%	-$462K	0.13%	105
2020 Q2	$1.78M	Sell	30,280 -855	-3%	-$50.1K	0.16%	87
2020 Q1	$1.81M	Sell	31,135 -6,026	-16%	-$350K	0.19%	77
2019 Q4	$2.34M	Buy	37,161 +2,573	+7%	+$162K	0.23%	69
2019 Q3	$2.12M	Buy	34,588 +621	+2%	+$38.1K	0.23%	69
2019 Q2	$1.97M	Sell	33,967 -2,059	-6%	-$120K	0.23%	71
2019 Q1	$2.02M	Sell	36,026 -1,158	-3%	-$65K	0.25%	69
2018 Q4	$1.89M	Buy	37,184 +8,076	+28%	+$410K	0.26%	61
2018 Q3	$1.6M	Sell	29,108 -2,088	-7%	-$115K	0.22%	78
2018 Q2	$1.66M	Buy	31,196 +18,686	+149%	+$995K	0.23%	74
2018 Q1	$658K	Buy	12,510 +1,840	+17%	+$96.8K	0.11%	127
2017 Q4	$607K	Buy	10,670 +4,198	+65%	+$239K	0.1%	131
2017 Q3	$349K	Buy	+6,472	New	+$349K	0.08%	158