Consumer Staples Select Sect. SPDR shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Consumer Staples Select Sect. SPDR
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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $302k | 4.2k | 72.02 |
| 2023-09-30 | $448k | 6.5k | 68.81 |
| 2023-06-30 | $609k | 8.2k | 74.17 |
| 2023-03-31 | $717k | 9.6k | 74.72 |
| 2022-12-31 | $7.2M | 97k | 74.55 |
| 2022-09-30 | $5.8M | 85k | 68.90 |
| 2020-12-31 | $496k | 7.4k | 67.41 |
| 2020-09-30 | $349k | 5.5k | 63.98 |
| 2020-06-30 | $285k | 4.9k | 58.62 |
| 2020-03-31 | $246k | 4.5k | 54.35 |
| 2019-12-31 | $261k | 4.1k | 62.94 |
| 2019-09-30 | $259k | 4.2k | 61.37 |
| 2019-06-30 | $249k | 4.3k | 58.00 |
| 2019-03-31 | $233k | 4.1k | 56.23 |
Top funds holding Consumer Staples Select Sect. SPDR
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