National Wealth Management Group’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
2023
Q2
Sell
-7,368
Closed -$568K 174
2023
Q1
$568K Buy
7,368
+228
+3% +$16.7K 0.65% 40
2022
Q4
$532K Sell
7,140
-524
-7% -$38.2K 0.64% 41
2022
Q3
$511K Sell
7,664
-2,469
-24% -$181K 0.66% 38
2022
Q2
$731K Buy
10,133
+3,008
+42% +$226K 0.92% 26
2022
Q1
$541K Buy
+7,125
New +$537K 0.52% 56

Other funds holding XLP

National Wealth Management Group's XLP Position: Q2 2023 in Review

National Wealth Management Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 7,368 shares — an estimated $568K sold.

National Wealth Management Group first reported a position in XLP in Q1 2022 and held it in 5 quarters. The position peaked at $731K in Q2 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • National Wealth Management Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 7,368 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $568K.
  • National Wealth Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
  • National Wealth Management Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $731K in Q2 2022.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.