W.H. Cornerstone Investments’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
Q3
Sell
-2,837
Closed -$210K 137
2023
Q2
$210K Buy
2,837
+20
+0.7% +$1.5K 0.19% 115
2023
Q1
$210K Buy
2,817
+13
+0.5% +$951 0.19% 124
2022
Q4
$210K Buy
+2,804
New +$204K 0.2% 124

Other funds holding XLP

W.H. Cornerstone Investments's XLP Position: Q3 2023 in Review

W.H. Cornerstone Investments sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 2,837 shares — an estimated $210K sold.

W.H. Cornerstone Investments first reported a position in XLP in Q4 2022 and held it in 3 quarters. The position peaked at $210K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

  • W.H. Cornerstone Investments reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,837 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $210K.
  • W.H. Cornerstone Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • W.H. Cornerstone Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $210K in Q2 2023.
  • 1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2023, filed 24 Oct 2023.