VIA
Vickerman Investment Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
63,485
-1,646
| -3% | -$133K | 1.1% | 20 |
|
|
2025
Q1 | $5.32M | Buy |
65,131
+4,216
| +7% | +$344K | 1.2% | 18 |
|
|
2024
Q4 | $4.79M | Buy |
60,915
+293
| +0.5% | +$23K | 1.3% | 19 |
|
|
2024
Q3 | $5.03M | Buy |
60,622
+898
| +2% | +$74.5K | 1.48% | 18 |
|
|
2024
Q2 | $4.57M | Sell |
59,724
-2,424
| -4% | -$186K | 1.47% | 19 |
|
|
2024
Q1 | $4.75M | Buy |
62,148
+497
| +0.8% | +$38K | 1.53% | 15 |
|
|
2023
Q4 | $4.44M | Buy |
61,651
+3,748
| +6% | +$270K | 1.51% | 14 |
|
|
2023
Q3 | $3.98M | Buy |
57,903
+159
| +0.3% | +$10.9K | 1.63% | 16 |
|
|
2023
Q2 | $4.28M | Sell |
57,744
-17,435
| -23% | -$1.29M | 1.67% | 15 |
|
|
2023
Q1 | $5.62M | Buy |
75,179
+3,831
| +5% | +$286K | 2.22% | 11 |
|
|
2022
Q4 | $5.32M | Sell |
71,348
-294
| -0.4% | -$21.9K | 2.41% | 12 |
|
|
2022
Q3 | $4.78M | Sell |
71,642
-128
| -0.2% | -$8.54K | 2.31% | 10 |
|
|
2022
Q2 | $5.18M | Sell |
71,770
-2,903
| -4% | -$210K | 2.45% | 8 |
|
|
2022
Q1 | $5.73M | Sell |
74,673
-996
| -1% | -$76.4K | 2.54% | 9 |
|
|
2021
Q4 | $5.84M | Buy |
75,669
+4,051
| +6% | +$312K | 2.35% | 14 |
|
|
2021
Q3 | $4.93M | Buy |
+71,618
| New | +$4.93M | 1.97% | 14 |
|