Oak Point Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
SGI
Oak Point Wealth Management's XLP Position: Q1 2018 in Review
Oak Point Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 10% in Q1 2018, selling an estimated $77.4K and leaving 12,080 shares worth $623K. The position accounts for 0.64% of the portfolio, ranked #49.
Oak Point Wealth Management first reported a position in XLP in Q4 2017 and has held it in 2 quarters since. The position peaked at $771K in Q4 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.
- Oak Point Wealth Management held 12,080 shares of State Street Consumer Staples Select Sector SPDR ETF worth $623K as of Q1 2018.
- Oak Point Wealth Management sold 1,405 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $77.4K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.64% of Oak Point Wealth Management's portfolio in Q1 2018, its #49 holding.
- Oak Point Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $771K in Q4 2017.
- 528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.