First Capital Advisors Group’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
Q2
$21.1K Sell
285
-1,484
-84% -$111K 0.01% 411
2023
Q1
$132K Sell
1,769
-38
-2% -$2.78K 0.08% 146
2022
Q4
$135K Sell
1,807
-5,176
-74% -$377K 0.09% 159
2022
Q3
$466K Buy
+6,983
New +$512K 0.39% 74
2018
Q2
Sell
-14,340
Closed -$755K 787
2018
Q1
$755K Sell
14,340
-3,744
-21% -$206K 0.44% 47
2017
Q4
$1.03M Buy
18,084
+3,489
+24% +$192K 0.65% 42
2017
Q3
$788K Buy
+14,595
New +$802K 0.54% 46

Other funds holding XLP

First Capital Advisors Group's XLP Position: Q2 2023 in Review

First Capital Advisors Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 84% in Q2 2023, selling an estimated $111K and leaving 285 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #411.

First Capital Advisors Group first reported a position in XLP in Q3 2017 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2017. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • First Capital Advisors Group held 285 shares of State Street Consumer Staples Select Sector SPDR ETF worth $21.1K as of Q2 2023.
  • First Capital Advisors Group sold 1,484 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $111K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #411 holding.
  • First Capital Advisors Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 7 quarters since.
  • First Capital Advisors Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.03M in Q4 2017.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.