Lake Hills 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
2025
Q1
Sell
-39,457
Closed -$3.1M 71
2024
Q4
$3.1M Sell
39,457
-531
-1% -$43.1K 2.12% 18
2024
Q3
$3.32M Sell
39,988
-2,086
-5% -$167K 2.22% 17
2024
Q2
$3.22M Buy
42,074
+544
+1% +$41.5K 2.31% 17
2024
Q1
$3.17M Sell
41,530
-2,644
-6% -$196K 2.85% 12
2023
Q4
$3.18M Buy
+44,174
New +$3.06M 3.18% 12
2023
Q3
Sell
-62,537
Closed -$4.64M 47
2023
Q2
$4.64M Buy
62,537
+354
+0.6% +$26.6K 5.05% 6
2023
Q1
$4.65M Buy
62,183
+17,397
+39% +$1.27M 4.85% 8
2022
Q4
$3.34M Buy
+44,786
New +$3.26M 3.33% 10
2022
Q3
Sell
-74,806
Closed -$5.48M 55
2022
Q2
$5.4M Buy
+74,806
New +$5.62M 3.99% 10

Other funds holding XLP

Lake Hills Wealth Management's XLP Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 39,457 shares — an estimated $3.1M sold.

Lake Hills Wealth Management first reported a position in XLP in Q2 2022 and held it in 9 quarters. The position peaked at $5.4M in Q2 2022. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 39,457 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $3.1M.
  • Lake Hills Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 9 quarters.
  • Lake Hills Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.4M in Q2 2022.
  • 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.