Lucia Wealth Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
NLI
AS
Lucia Wealth Services's XLP Position: Q3 2020 in Review
Lucia Wealth Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 23% in Q3 2020, buying an estimated $44.2K and bringing the position to 3,700 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #111.
Lucia Wealth Services first reported a position in XLP in Q3 2019 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.
- Lucia Wealth Services held 3,700 shares of State Street Consumer Staples Select Sector SPDR ETF worth $237K as of Q3 2020.
- Lucia Wealth Services bought 700 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $44.2K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Lucia Wealth Services's portfolio in Q3 2020, its #111 holding.
- Lucia Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 5 quarters since.
- 791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.
Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.