Capasso Planning Partners’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
-3,685
Closed -$275K 106
2023
Q1
$275K Sell
3,685
-1,932
-34% -$141K 0.16% 75
2022
Q4
$419K Buy
+5,617
New +$409K 0.27% 61

Other funds holding XLP

Capasso Planning Partners's XLP Position: Q2 2023 in Review

Capasso Planning Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 3,685 shares — an estimated $275K sold.

Capasso Planning Partners first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $419K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • Capasso Planning Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 3,685 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $275K.
  • Capasso Planning Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Capasso Planning Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $419K in Q4 2022.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Capasso Planning Partners's 13F filing for Q2 2023, filed 11 Aug 2023.