Heritage 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
2022
Q3
Sell
-189
Closed -$13K 509
2022
Q2
$13K Buy
+189
New +$14.2K 0.01% 289

Other funds holding XLP

Heritage Financial Services's XLP Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 189 shares — an estimated $13K sold.

Heritage Financial Services first reported a position in XLP in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 189 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $13K.
  • Heritage Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13K in Q2 2022.
  • 1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.