Linscomb 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
2015
Q1
– Sell
-4,326
Closed -$210K – 276
2014
Q4
$210K Buy
+4,326
New +$205K 0.02% 259
2014
Q3
– Sell
-4,626
Closed -$206K – 287
2014
Q2
$206K Buy
+4,626
New +$205K 0.02% 262

Other funds holding XLP

Linscomb Wealth's XLP Position: Q1 2015 in Review

Linscomb Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2015, closing a stake of 4,326 shares — an estimated $210K sold.

Linscomb Wealth first reported a position in XLP in Q2 2014 and held it in 2 quarters. The position peaked at $210K in Q4 2014. 421 funds tracked by Wall St. Rank hold XLP as of Q1 2015.

  • Linscomb Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Linscomb Wealth sold 4,326 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2015, an estimated $210K.
  • Linscomb Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and held it in 2 quarters.
  • Linscomb Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $210K in Q4 2014.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2015.

Based on Linscomb Wealth's 13F filing for Q1 2015, filed 6 May 2015.