Pinnacle Private 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
2022
Q2
$745K Buy
10,327
+1,212
+13% +$91K 0.29% 81
2022
Q1
$692K Buy
9,115
+1,287
+16% +$97K 0.22% 107
2021
Q4
$604K Buy
+7,828
New +$567K 0.19% 125

Other funds holding XLP

Pinnacle Private Wealth's XLP Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q2 2022, buying an estimated $91K and bringing the position to 10,327 shares worth $745K. The position accounts for 0.29% of the portfolio, ranked #81.

Pinnacle Private Wealth first reported a position in XLP in Q4 2021 and has held it in 3 quarters since. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

  • Pinnacle Private Wealth held 10,327 shares of State Street Consumer Staples Select Sector SPDR ETF worth $745K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,212 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $91K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.29% of Pinnacle Private Wealth's portfolio in Q2 2022, its #81 holding.
  • Pinnacle Private Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.