Connectus Wealth’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
2024
Q1
$361K Buy
4,731
+26
+0.6% +$1.92K 0.01% 312
2023
Q4
$339K Sell
4,705
-328
-7% -$22.7K 0.01% 439
2023
Q3
$346K Buy
+5,033
New +$368K 0.01% 422
2023
Q1
Sell
-14,314
Closed -$1.07M 475
2022
Q4
$1.07M Buy
+14,314
New +$1.04M 0.03% 282

Other funds holding XLP

Connectus Wealth's XLP Position: Q1 2024 in Review

Connectus Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.55% in Q1 2024, buying an estimated $1.92K and bringing the position to 4,731 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #312.

Connectus Wealth first reported a position in XLP in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2022. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

  • Connectus Wealth held 4,731 shares of State Street Consumer Staples Select Sector SPDR ETF worth $361K as of Q1 2024.
  • Connectus Wealth bought 26 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $1.92K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #312 holding.
  • Connectus Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 4 quarters since.
  • Connectus Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.07M in Q4 2022.
  • 1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.