Sheets Smith Wealth 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
2023
Q4
Sell
-367
Closed -$25.3K 511
2023
Q3
$25.3K Buy
+367
New +$26.9K ﹤0.01% 424

Other funds holding XLP

Sheets Smith Wealth Management's XLP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 367 shares — an estimated $25.3K sold.

Sheets Smith Wealth Management first reported a position in XLP in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 367 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $25.3K.
  • Sheets Smith Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $25.3K in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.