Secure Asset Management’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
Q4
Sell
-4,332
Closed -$289K 201
2022
Q3
$289K Sell
4,332
-1,242
-22% -$91K 0.16% 109
2022
Q2
$402K Sell
5,574
-2,028
-27% -$152K 0.22% 90
2022
Q1
$577K Buy
7,602
+3,016
+66% +$227K 0.26% 77
2021
Q4
$354K Buy
+4,586
New +$332K 0.14% 122
2020
Q2
Sell
-5,869
Closed -$320K 164
2020
Q1
$320K Buy
5,869
+1,653
+39% +$100K 0.34% 71
2019
Q4
$266K Buy
+4,216
New +$260K 0.19% 129

Other funds holding XLP

Secure Asset Management's XLP Position: Q4 2022 in Review

Secure Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 4,332 shares — an estimated $289K sold.

Secure Asset Management first reported a position in XLP in Q4 2019 and held it in 6 quarters. The position peaked at $577K in Q1 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Secure Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Secure Asset Management sold 4,332 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $289K.
  • Secure Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
  • Secure Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $577K in Q1 2022.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Secure Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.