Jeppson 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
Q4
Sell
-201
Closed -$13K 469
2020
Q3
$13K Buy
+201
New +$12.7K 0.01% 372

Other funds holding XLP

Jeppson Wealth Management's XLP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 201 shares — an estimated $13K sold.

Jeppson Wealth Management first reported a position in XLP in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 201 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $13K.
  • Jeppson Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.