Consumer Staples Select Sect. SPDR shares owned by Wealth Management Group
Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Consumer Staples Select Sect. SPDR
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All positions including Consumer Staples Select Sect. SPDR held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Staples Select Sect. SPDR by Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.5M | 32k | 78.61 |
2024-09-30 | $2.8M | 33k | 83.00 |
2024-06-30 | $3.1M | 41k | 76.58 |
2024-03-31 | $3.1M | 41k | 76.36 |
2023-12-31 | $3.8M | 52k | 72.03 |
2023-09-30 | $3.5M | 51k | 68.81 |
2023-06-30 | $2.4M | 33k | 74.17 |
2023-03-31 | $1.1M | 15k | 74.71 |
2022-12-31 | $1.0M | 14k | 74.55 |
2022-09-30 | $886k | 13k | 66.74 |
2022-06-30 | $1.1M | 15k | 72.21 |
2022-03-31 | $1.1M | 15k | 75.88 |
2021-12-31 | $889k | 12k | 77.11 |
2021-09-30 | $977k | 14k | 68.86 |
2021-06-30 | $1.1M | 15k | 70.00 |
2021-03-31 | $1.1M | 16k | 68.28 |
2020-12-31 | $1.4M | 21k | 67.44 |
2020-09-30 | $1.2M | 19k | 64.12 |
2020-06-30 | $460k | 7.8k | 58.67 |
2020-03-31 | $622k | 11k | 54.49 |
2019-12-31 | $560k | 8.9k | 62.96 |
2019-09-30 | $486k | 7.9k | 61.36 |
2019-06-30 | $277k | 4.8k | 58.07 |
2019-03-31 | $347k | 6.2k | 56.09 |
2018-12-31 | $313k | 6.2k | 50.70 |
2018-09-30 | $376k | 7.0k | 53.93 |
2018-06-30 | $929k | 18k | 51.55 |
2018-03-31 | $729k | 14k | 52.60 |
2017-09-30 | $447k | 8.3k | 54.03 |
2017-06-30 | $464k | 8.4k | 54.99 |
2017-03-31 | $472k | 8.7k | 54.58 |
2016-12-31 | $260k | 5.0k | 51.69 |
2016-09-30 | $265k | 5.0k | 53.17 |
2016-06-30 | $275k | 5.0k | 55.24 |
2016-03-31 | $298k | 5.6k | 53.09 |
Top funds holding Consumer Staples Select Sect. SPDR
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