Dynasty 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
2018
Q2
Sell
-4,273
Closed -$225K 84
2018
Q1
$225K Sell
4,273
-2,243
-34% -$124K 0.09% 56
2017
Q4
$371K Buy
+6,516
New +$358K 0.64% 47

Other funds holding XLP

Dynasty Wealth Management's XLP Position: Q2 2018 in Review

Dynasty Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2018, closing a stake of 4,273 shares — an estimated $225K sold.

Dynasty Wealth Management first reported a position in XLP in Q4 2017 and held it in 2 quarters. The position peaked at $371K in Q4 2017. 515 funds tracked by Wall St. Rank hold XLP as of Q2 2018.

  • Dynasty Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,273 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2018, an estimated $225K.
  • Dynasty Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
  • Dynasty Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $371K in Q4 2017.
  • 515 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2018.

Based on Dynasty Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.