Valmark Advisers’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 | $543K | Sell |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $665K | Sell |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $3.9M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $3.04M | Buy |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $2.52M | Buy |
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|
2019
Q3 | $2.08M | Buy |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $1.26M | Buy |
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|
2018
Q4 | $890K | Buy |
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|
2018
Q3 | $400K | Buy |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $346K | Buy |
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