Aevitas 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
2018
Q1
– Sell
-505
Closed -$29K – 474
2017
Q4
$29K Buy
+505
New +$27.8K 0.03% 229

Other funds holding XLP

Aevitas Wealth Management's XLP Position: Q1 2018 in Review

Aevitas Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 505 shares — an estimated $29K sold.

Aevitas Wealth Management first reported a position in XLP in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

  • Aevitas Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 505 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $29K.
  • Aevitas Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Aevitas Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $29K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Aevitas Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.