Independence Advisors’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
$25K Sell
385
-185
-32% -$11.7K 0.01% 140
2020
Q2
$33K Sell
570
-198
-26% -$11.6K 0.01% 129
2020
Q1
$42K Sell
768
-517
-40% -$31.4K 0.01% 112
2019
Q4
$81K Buy
+1,285
New +$79.2K 0.02% 114

Other funds holding XLP

Independence Advisors's XLP Position: Q3 2020 in Review

Independence Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 32% in Q3 2020, selling an estimated $11.7K and leaving 385 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #140.

Independence Advisors first reported a position in XLP in Q4 2019 and has held it in 4 quarters since. The position peaked at $81K in Q4 2019. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

  • Independence Advisors held 385 shares of State Street Consumer Staples Select Sector SPDR ETF worth $25K as of Q3 2020.
  • Independence Advisors sold 185 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $11.7K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #140 holding.
  • Independence Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $81K in Q4 2019.
  • 791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.