Essex Financial 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
2023
Q1
Sell
-2,846
Closed -$212K 510
2022
Q4
$212K Buy
+2,846
New +$207K 0.02% 447
2022
Q3
Sell
-2,833
Closed -$204K 491
2022
Q2
$204K Sell
2,833
-40
-1% -$3K 0.02% 460
2022
Q1
$218K Buy
+2,873
New +$216K 0.02% 455
2014
Q1
Sell
-5,042
Closed -$217K 296
2013
Q4
$217K Buy
+5,042
New +$213K 0.07% 252

Other funds holding XLP

Essex Financial Services's XLP Position: Q1 2023 in Review

Essex Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 2,846 shares — an estimated $212K sold.

Essex Financial Services first reported a position in XLP in Q4 2013 and held it in 4 quarters. The position peaked at $218K in Q1 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

  • Essex Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Essex Financial Services sold 2,846 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $212K.
  • Essex Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 4 quarters.
  • Essex Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $218K in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Essex Financial Services's 13F filing for Q1 2023, filed 11 May 2023.