Aris Wealth Services’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
2015
Q3
Sell
-2,889
Closed -$138K 502
2015
Q2
$138K Buy
2,889
+489
+20% +$23.9K 0.13% 121
2015
Q1
$117K Buy
+2,400
New +$118K 0.11% 131

Other funds holding XLP

Aris Wealth Services's XLP Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2015, closing a stake of 2,889 shares — an estimated $138K sold.

Aris Wealth Services first reported a position in XLP in Q1 2015 and held it in 2 quarters. The position peaked at $138K in Q2 2015. 397 funds tracked by Wall St. Rank hold XLP as of Q3 2015.

  • Aris Wealth Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 2,889 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2015, an estimated $138K.
  • Aris Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $138K in Q2 2015.
  • 397 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.