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Consumer Staples Select Sect. SPDR shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.0k 31 64.52
2019-06-30 $22k 376 58.51
2019-03-31 $22k 376 58.51
2018-12-31 $6.0k 120 50.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Caisse de depot et placement du Quebec
Wells Fargo & Company
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
WestEnd Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James & Associates
Brevan Howard Capital Management
Squarepoint Ops
Janney Montgomery Scott

View all funds holding Consumer Staples Select Sect. SPDR