Lake Point 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
2022
Q2
$2K Buy
+31
New +$2.33K ﹤0.01% 351
2019
Q2
$22K Hold
376
0.01% 234
2019
Q1
$22K Buy
376
+256
+213% +$13.7K 0.01% 234
2018
Q4
$6K Buy
+120
New +$6.51K ﹤0.01% 536

Other funds holding XLP

Lake Point Wealth Management's XLP Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in XLP as recently as Q2 2019.

Lake Point Wealth Management first reported a position in XLP in Q4 2018 and has held it in 4 quarters since. The position peaked at $22K in Q2 2019. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

  • Lake Point Wealth Management held 31 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2K as of Q2 2022.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Lake Point Wealth Management position in Q2 2022.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #351 holding.
  • Lake Point Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
  • Lake Point Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $22K in Q2 2019.
  • 1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.