Exencial Wealth Advisors’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
Q1
– Sell
-6,767
Closed -$385K – 185
2017
Q4
$385K Buy
+6,767
New +$372K 0.12% 127

Other funds holding XLP

Exencial Wealth Advisors's XLP Position: Q1 2018 in Review

Exencial Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 6,767 shares — an estimated $385K sold.

Exencial Wealth Advisors first reported a position in XLP in Q4 2017 and held it in 1 quarter. The position peaked at $385K in Q4 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

  • Exencial Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Exencial Wealth Advisors sold 6,767 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $385K.
  • Exencial Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Exencial Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $385K in Q4 2017.
  • 528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Exencial Wealth Advisors's 13F filing for Q1 2018, filed 9 May 2018.