Fiduciary Planning’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
Q2
Sell
-2,839
Closed -$217K 64
2024
Q1
$217K Buy
+2,839
New +$210K 0.08% 52
2021
Q2
Sell
-154,735
Closed -$10.6M 280
2021
Q1
$10.6M Buy
+154,735
New +$10.2M 15.97% 1

Other funds holding XLP

Fiduciary Planning's XLP Position: Q2 2024 in Review

Fiduciary Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 2,839 shares — an estimated $217K sold.

Fiduciary Planning first reported a position in XLP in Q1 2021 and held it in 2 quarters. The position peaked at $10.6M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

  • Fiduciary Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Planning sold 2,839 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $217K.
  • Fiduciary Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Fiduciary Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.6M in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Fiduciary Planning's 13F filing for Q2 2024, filed 7 Aug 2024.