Accurate Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,021
Closed -$231K 422
2024
Q4
$231K Sell
3,021
-256
-8% -$20.8K 0.04% 342
2024
Q3
$270K Buy
+3,277
New +$263K 0.05% 301
2023
Q1
Sell
-2,508
Closed -$188K 1492
2022
Q4
$188K Buy
+2,508
New +$183K 0.07% 217
2022
Q3
Sell
-3,338
Closed -$242K 214
2022
Q2
$242K Buy
+3,338
New +$251K 0.13% 132

Other funds holding XLP

Accurate Wealth Management's XLP Position: Q1 2025 in Review

Accurate Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 3,021 shares — an estimated $231K sold.

Accurate Wealth Management first reported a position in XLP in Q2 2022 and held it in 4 quarters. The position peaked at $270K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Accurate Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 3,021 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $231K.
  • Accurate Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
  • Accurate Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $270K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Accurate Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.