Kercheville 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
2022
Q3
Sell
-17,030
Closed -$1.23M 96
2022
Q2
$1.23M Buy
17,030
+1,900
+13% +$143K 0.81% 27
2022
Q1
$1.15M Buy
15,130
+1,130
+8% +$85.1K 0.54% 40
2021
Q4
$1.08M Buy
+14,000
New +$1.01M 0.47% 45

Other funds holding XLP

Kercheville Advisors's XLP Position: Q3 2022 in Review

Kercheville Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 17,030 shares — an estimated $1.23M sold.

Kercheville Advisors first reported a position in XLP in Q4 2021 and held it in 3 quarters. The position peaked at $1.23M in Q2 2022. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

  • Kercheville Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Kercheville Advisors sold 17,030 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $1.23M.
  • Kercheville Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Kercheville Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.23M in Q2 2022.
  • 1,035 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Kercheville Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.