River Wealth Advisors’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
2019
Q1
Sell
-1,399
Closed -$71K 519
2018
Q4
$71K Sell
1,399
-25
-2% -$1.36K 0.03% 211
2018
Q3
$77K Buy
1,424
+295
+26% +$15.8K 0.03% 232
2018
Q2
$58K Buy
+1,129
New +$57.3K 0.02% 263

Other funds holding XLP

River Wealth Advisors's XLP Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2019, closing a stake of 1,399 shares — an estimated $71K sold.

River Wealth Advisors first reported a position in XLP in Q2 2018 and held it in 3 quarters. The position peaked at $77K in Q3 2018. 655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,399 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2019, an estimated $71K.
  • River Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $77K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.