TFO Wealth 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
2022
Q4
Sell
-263
Closed -$18K 949
2022
Q3
$18K Buy
+263
New +$19.3K ﹤0.01% 71

Other funds holding XLP

TFO Wealth Partners's XLP Position: Q4 2022 in Review

TFO Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 263 shares — an estimated $18K sold.

TFO Wealth Partners first reported a position in XLP in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • TFO Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 263 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $18K.
  • TFO Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • TFO Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $18K in Q3 2022.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.