Smith & Howard 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
2013
Q4
Sell
-500
Closed -$20K 263
2013
Q3
$20K Buy
500
+321
+179% +$13.1K 0.01% 159
2013
Q2
$7K Buy
+179
New +$7.28K ﹤0.01% 191

Other funds holding XLP

Smith & Howard Wealth Management's XLP Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2013, closing a stake of 500 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in XLP in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q3 2013. 330 funds tracked by Wall St. Rank hold XLP as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 500 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2013, an estimated $20K.
  • Smith & Howard Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $20K in Q3 2013.
  • 330 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.