Wealthspire Advisors (Maryland)’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
2019
Q2
Sell
-2,184
Closed -$123K 2128
2019
Q1
$123K Hold
2,184
0.01% 571
2018
Q4
$111K Buy
2,184
+200
+10% +$10.9K 0.01% 575
2018
Q3
$107K Sell
1,984
-29
-1% -$1.56K 0.01% 661
2018
Q2
$104K Sell
2,013
-11
-0.5% -$559 0.01% 694
2018
Q1
$107K Buy
2,024
+40
+2% +$2.2K 0.01% 686
2017
Q4
$113K Sell
1,984
-144
-7% -$7.91K 0.01% 667
2017
Q3
$115K Buy
2,128
+144
+7% +$7.91K 0.01% 655
2017
Q2
$109K Hold
1,984
0.01% 664
2017
Q1
$108K Sell
1,984
-515
-21% -$27.7K 0.02% 572
2016
Q4
$129K Sell
2,499
-732
-23% -$37.9K 0.02% 498
2016
Q3
$172K Buy
3,231
+106
+3% +$5.77K 0.03% 421
2016
Q2
$172K Buy
3,125
+2,525
+421% +$134K 0.03% 405
2016
Q1
$32K Hold
600
0.01% 818
2015
Q4
$30K Buy
+600
New +$29.8K 0.01% 840

Other funds holding XLP