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Consumer Staples Select Sect. SPDR shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 89k 83.00
2024-06-30 $6.8M 89k 76.58
2024-03-31 $6.8M 89k 76.36
2023-12-31 $6.4M 89k 72.03
2023-09-30 $6.4M 93k 68.81
2023-06-30 $6.9M 93k 74.17
2023-03-31 $6.9M 92k 74.71
2022-12-31 $6.9M 92k 74.55
2022-09-30 $6.1M 92k 66.73
2022-06-30 $7.0M 97k 72.18
2022-03-31 $7.3M 97k 75.89
2021-12-31 $7.6M 99k 77.11
2021-09-30 $6.8M 99k 68.84
2021-06-30 $6.9M 99k 69.97
2021-03-31 $6.7M 98k 68.31
2020-12-31 $6.6M 98k 67.45
2020-09-30 $7.2M 113k 64.10
2020-06-30 $6.6M 113k 58.64
2020-03-31 $6.1M 113k 54.47