KWB 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
2023
Q2
Sell
-4,201
Closed -$313K 137
2023
Q1
$313K Hold
4,201
0.06% 95
2022
Q4
$313K Buy
+4,201
New +$306K 0.06% 89

Other funds holding XLP

KWB Wealth's XLP Position: Q2 2023 in Review

KWB Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 4,201 shares — an estimated $313K sold.

KWB Wealth first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $313K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • KWB Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • KWB Wealth sold 4,201 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $313K.
  • KWB Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • KWB Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $313K in Q1 2023.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on KWB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.