Horizon Family Wealth’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
Q4
Sell
-4,716
Closed -$315K 61
2022
Q3
$315K Sell
4,716
-132
-3% -$9.67K 0.38% 39
2022
Q2
$350K Buy
4,848
+46
+1% +$3.45K 0.41% 38
2022
Q1
$364K Sell
4,802
-415
-8% -$31.3K 0.36% 43
2021
Q4
$402K Buy
+5,217
New +$378K 0.41% 35

Other funds holding XLP

Horizon Family Wealth's XLP Position: Q4 2022 in Review

Horizon Family Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 4,716 shares — an estimated $315K sold.

Horizon Family Wealth first reported a position in XLP in Q4 2021 and held it in 4 quarters. The position peaked at $402K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Horizon Family Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Horizon Family Wealth sold 4,716 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $315K.
  • Horizon Family Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
  • Horizon Family Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $402K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Horizon Family Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.