Wealth Management Solutions’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
-2,785
Closed -$207K 87
2023
Q2
$207K Sell
2,785
-152
-5% -$11.4K 0.13% 77
2023
Q1
$219K Buy
2,937
+1
+0% +$73 0.13% 80
2022
Q4
$219K Sell
2,936
-463
-14% -$33.7K 0.12% 79
2022
Q3
$227K Sell
3,399
-121
-3% -$8.87K 0.13% 72
2022
Q2
$254K Sell
3,520
-740
-17% -$55.5K 0.14% 75
2022
Q1
$323K Sell
4,260
-913
-18% -$68.8K 0.17% 80
2021
Q4
$399K Buy
+5,173
New +$375K 0.21% 74

Other funds holding XLP

Wealth Management Solutions's XLP Position: Q3 2023 in Review

Wealth Management Solutions sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 2,785 shares — an estimated $207K sold.

Wealth Management Solutions first reported a position in XLP in Q4 2021 and held it in 7 quarters. The position peaked at $399K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

  • Wealth Management Solutions reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 2,785 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $207K.
  • Wealth Management Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
  • Wealth Management Solutions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $399K in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.