WealthPlan Investment Management’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
Q2
Sell
-72
Closed -$5.38K 469
2023
Q1
$5.38K Buy
+72
New +$5.27K ﹤0.01% 362

Other funds holding XLP

WealthPlan Investment Management's XLP Position: Q2 2023 in Review

WealthPlan Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 72 shares — an estimated $5.38K sold.

WealthPlan Investment Management first reported a position in XLP in Q1 2023 and held it in 1 quarter. The position peaked at $5.38K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • WealthPlan Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 72 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $5.38K.
  • WealthPlan Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.38K in Q1 2023.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.