Merriman 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
2018
Q1
Sell
-9,986
Closed -$568K 209
2017
Q4
$568K Sell
9,986
-11,510
-54% -$633K 0.14% 109
2017
Q3
$1.16M Buy
21,496
+3,029
+16% +$166K 0.28% 74
2017
Q2
$1.01M Buy
+18,467
New +$1.03M 0.28% 60

Other funds holding XLP

Merriman Wealth Management's XLP Position: Q1 2018 in Review

Merriman Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 9,986 shares — an estimated $568K sold.

Merriman Wealth Management first reported a position in XLP in Q2 2017 and held it in 3 quarters. The position peaked at $1.16M in Q3 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

  • Merriman Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 9,986 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $568K.
  • Merriman Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and held it in 3 quarters.
  • Merriman Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.16M in Q3 2017.
  • 528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.