SWS Partners’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
2024
Q3
Sell
-149
Closed -$11.4K 304
2024
Q2
$11.4K Buy
+149
New +$11.4K ﹤0.01% 237
2018
Q2
Sell
-260
Closed -$13K 325
2018
Q1
$13K Sell
260
-51
-16% -$2.81K 0.01% 243
2017
Q4
$18K Buy
+311
New +$17.1K 0.01% 237

Other funds holding XLP

SWS Partners's XLP Position: Q3 2024 in Review

SWS Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 149 shares — an estimated $11.4K sold.

SWS Partners first reported a position in XLP in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

  • SWS Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 149 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $11.4K.
  • SWS Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
  • SWS Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $18K in Q4 2017.
  • 1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.