Wealth Effects’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
4,171
-3,176
| -43% | -$257K | 0.13% | 132 |
|
|
2025
Q1 | $600K | Sell |
7,347
-718
| -9% | -$58.6K | 0.25% | 80 |
|
|
2024
Q4 | $634K | Buy |
8,065
+192
| +2% | +$15.1K | 0.23% | 85 |
|
|
2024
Q3 | $653K | Buy |
7,873
+355
| +5% | +$29.5K | 0.23% | 87 |
|
|
2024
Q2 | $576K | Sell |
7,518
-1,133
| -13% | -$86.8K | 0.21% | 91 |
|
|
2024
Q1 | $661K | Sell |
8,651
-45
| -0.5% | -$3.44K | 0.24% | 83 |
|
|
2023
Q4 | $626K | Buy |
8,696
+2,673
| +44% | +$193K | 0.24% | 96 |
|
|
2023
Q3 | $414K | Buy |
6,023
+235
| +4% | +$16.2K | 0.2% | 108 |
|
|
2023
Q2 | $429K | Buy |
5,788
+180
| +3% | +$13.4K | 0.19% | 113 |
|
|
2023
Q1 | $419K | Buy |
5,608
+230
| +4% | +$17.2K | 0.21% | 110 |
|
|
2022
Q4 | $401K | Buy |
5,378
+325
| +6% | +$24.2K | 0.23% | 105 |
|
|
2022
Q3 | $337K | Buy |
5,053
+1,080
| +27% | +$72K | 0.21% | 105 |
|
|
2022
Q2 | $287K | Buy |
+3,973
| New | +$287K | 0.17% | 126 |
|