Castle 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
2022
Q4
Sell
-42
Closed -$3K 654
2022
Q3
$3K Hold
42
﹤0.01% 558
2022
Q2
$3K Buy
+42
New +$3.15K ﹤0.01% 551

Other funds holding XLP

Castle Wealth Management's XLP Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 42 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in XLP in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 42 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3K in Q3 2022.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.