BerganKDV 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
2023
Q2
Sell
-328
Closed -$24.5K 1089
2023
Q1
$24.5K Buy
328
+73
+29% +$5.34K ﹤0.01% 497
2022
Q4
$19K Buy
+255
New +$18.6K ﹤0.01% 502
2021
Q3
Sell
-400
Closed -$28K 1102
2021
Q2
$28K Buy
+400
New +$28K ﹤0.01% 475
2020
Q3
Sell
-1,919
Closed -$113K 1025
2020
Q2
$113K Buy
+1,919
New +$112K 0.02% 268

Other funds holding XLP

BerganKDV Wealth Management's XLP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 328 shares — an estimated $24.5K sold.

BerganKDV Wealth Management first reported a position in XLP in Q2 2020 and held it in 4 quarters. The position peaked at $113K in Q2 2020. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 328 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $24.5K.
  • BerganKDV Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
  • BerganKDV Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $113K in Q2 2020.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.