Horizon 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
2023
Q1
Sell
-13,795
Closed -$1.03M 79
2022
Q4
$1.03M Buy
13,795
+183
+1% +$13.3K 0.84% 18
2022
Q3
$908K Buy
13,612
+1,813
+15% +$133K 0.67% 21
2022
Q2
$852K Buy
11,799
+7,604
+181% +$571K 0.35% 34
2022
Q1
$318K Buy
+4,195
New +$316K 0.1% 78

Other funds holding XLP

Horizon Wealth Management's XLP Position: Q1 2023 in Review

Horizon Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 13,795 shares — an estimated $1.03M sold.

Horizon Wealth Management first reported a position in XLP in Q1 2022 and held it in 4 quarters. The position peaked at $1.03M in Q4 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

  • Horizon Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Horizon Wealth Management sold 13,795 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $1.03M.
  • Horizon Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
  • Horizon Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.03M in Q4 2022.
  • 1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Horizon Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.