Tiedemann Wealth Management Holdings’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
2017
Q2
$568K Sell
10,331
-49,143
-83% -$2.73M 21.16% 2
2017
Q1
$3.25M Sell
59,474
-35,057
-37% -$1.88M 13.09% 4
2016
Q4
$4.89M Buy
+94,531
New +$4.9M 10.88% 3

Other funds holding XLP

Tiedemann Wealth Management Holdings's XLP Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 83% in Q2 2017, selling an estimated $2.73M and leaving 10,331 shares worth $568K. The position accounts for 21.16% of the portfolio, ranked #2.

Tiedemann Wealth Management Holdings first reported a position in XLP in Q4 2016 and has held it in 3 quarters since. The position peaked at $4.89M in Q4 2016. 495 funds tracked by Wall St. Rank hold XLP as of Q2 2017.

  • Tiedemann Wealth Management Holdings held 10,331 shares of State Street Consumer Staples Select Sector SPDR ETF worth $568K as of Q2 2017.
  • Tiedemann Wealth Management Holdings sold 49,143 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2017, an estimated $2.73M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 21.16% of Tiedemann Wealth Management Holdings's portfolio in Q2 2017, its #2 holding.
  • Tiedemann Wealth Management Holdings first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and has held it in 3 quarters since.
  • Tiedemann Wealth Management Holdings's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.89M in Q4 2016.
  • 495 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.