Highland Private Wealth Management’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
2020
Q3
Sell
-3,892
Closed -$228K 139
2020
Q2
$228K Buy
+3,892
New +$227K 0.05% 120
2018
Q2
Sell
-17,934
Closed -$944K 163
2018
Q1
$944K Buy
+17,934
New +$988K 0.58% 47

Other funds holding XLP

Highland Private Wealth Management's XLP Position: Q3 2020 in Review

Highland Private Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 3,892 shares — an estimated $228K sold.

Highland Private Wealth Management first reported a position in XLP in Q1 2018 and held it in 2 quarters. The position peaked at $944K in Q1 2018. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

  • Highland Private Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Highland Private Wealth Management sold 3,892 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $228K.
  • Highland Private Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
  • Highland Private Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $944K in Q1 2018.
  • 791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Highland Private Wealth Management's 13F filing for Q3 2020, filed 8 Oct 2020.