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Consumer Staples Select Sect. SPDR shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $900k 12k 76.36
2023-12-31 $751k 10k 72.03
2023-09-30 $697k 10k 68.81
2023-06-30 $736k 9.9k 74.17
2023-03-31 $1.0M 14k 74.71
2022-12-31 $712k 9.6k 74.55
2022-09-30 $633k 9.5k 66.69
2022-06-30 $904k 13k 72.16
2022-03-31 $1.8M 24k 75.88
2021-12-31 $1.8M 23k 77.13
2021-09-30 $1.6M 23k 68.85
2021-06-30 $1.6M 23k 69.97
2021-03-31 $1.6M 23k 68.30
2020-12-31 $1.6M 23k 67.45
2020-09-30 $1.5M 23k 64.11
2020-06-30 $1.8M 30k 58.65
2020-03-31 $1.8M 31k 58.10
2019-12-31 $2.3M 37k 62.97
2019-09-30 $2.1M 35k 61.41
2019-06-30 $2.0M 34k 58.06
2019-03-31 $2.0M 36k 56.10
2018-12-31 $1.9M 37k 50.77
2018-09-30 $1.6M 29k 55.07
2018-06-30 $1.7M 31k 53.24
2018-03-31 $658k 13k 52.60
2017-12-31 $607k 11k 56.89
2017-09-30 $349k 6.5k 53.92