Wilbanks Smith & Thomas Asset 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
2020
Q3
– Sell
-98,061
Closed -$5.75M – 409
2020
Q2
$5.75M Buy
+98,061
New +$5.72M 0.35% 67
2017
Q2
– Sell
-5,095
Closed -$278K – 356
2017
Q1
$278K Buy
+5,095
New +$274K 0.02% 254
2016
Q1
– Sell
-12,825
Closed -$648K – 307
2015
Q4
$648K Buy
+12,825
New +$637K 0.06% 146
2015
Q3
– Sell
-11,544
Closed -$549K – 316
2015
Q2
$549K Sell
11,544
-205
-2% -$10K 0.05% 171
2015
Q1
$573K Buy
11,749
+704
+6% +$34.6K 0.06% 163
2014
Q4
$536K Buy
+11,045
New +$523K 0.05% 168

Other funds holding XLP

Wilbanks Smith & Thomas Asset Management's XLP Position: Q3 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 98,061 shares — an estimated $5.75M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLP in Q4 2014 and held it in 6 quarters. The position peaked at $5.75M in Q2 2020. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

  • Wilbanks Smith & Thomas Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 98,061 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $5.75M.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 6 quarters.
  • Wilbanks Smith & Thomas Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.75M in Q2 2020.
  • 791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.