REDW 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
2023
Q2
Sell
-2,826
Closed -$211K 154
2023
Q1
$211K Hold
2,826
0.07% 137
2022
Q4
$211K Buy
+2,826
New +$206K 0.07% 128

Other funds holding XLP

REDW Wealth's XLP Position: Q2 2023 in Review

REDW Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 2,826 shares — an estimated $211K sold.

REDW Wealth first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $211K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • REDW Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • REDW Wealth sold 2,826 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $211K.
  • REDW Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • REDW Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $211K in Q1 2023.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on REDW Wealth's 13F filing for Q2 2023, filed 4 Aug 2023.