Cascadia Advisory 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
2021
Q2
Sell
-15,365
Closed -$1.05M 259
2021
Q1
$1.05M Buy
+15,365
New +$1.01M 0.23% 115
2020
Q3
$1.07M Buy
+16,694
New +$1.05M 0.3% 98
2019
Q4
$2.47M Buy
+39,200
New +$2.41M 0.7% 25

Other funds holding XLP

Cascadia Advisory Services's XLP Position: Q2 2021 in Review

Cascadia Advisory Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 15,365 shares — an estimated $1.05M sold.

Cascadia Advisory Services first reported a position in XLP in Q4 2019 and held it in 3 quarters. The position peaked at $2.47M in Q4 2019. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

  • Cascadia Advisory Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 15,365 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $1.05M.
  • Cascadia Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
  • Cascadia Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.47M in Q4 2019.
  • 840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.