Empirical 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
2023
Q1
Sell
-3,378
Closed -$252K 487
2022
Q4
$252K Sell
3,378
-400
-11% -$29.1K 0.01% 405
2022
Q3
$252K Buy
+3,778
New +$277K 0.01% 408

Other funds holding XLP

Empirical Wealth Management's XLP Position: Q1 2023 in Review

Empirical Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 3,378 shares — an estimated $252K sold.

Empirical Wealth Management first reported a position in XLP in Q3 2022 and held it in 2 quarters. The position peaked at $252K in Q3 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

  • Empirical Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 3,378 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $252K.
  • Empirical Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 2 quarters.
  • Empirical Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $252K in Q3 2022.
  • 1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Empirical Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.