9258 Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

9258 Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$811K	Buy	9,775 +1,738	+22%	+$140K	0.12%	140
2024 Q2	$615K	Buy	8,037 +232	+3%	+$17.7K	0.09%	170
2024 Q1	$596K	Sell	7,805 -7,203	-48%	-$533K	0.09%	174
2023 Q4	$1.08M	Buy	15,008 +1,151	+8%	+$79.7K	0.19%	106
2023 Q3	$954K	Sell	13,857 -130	-0.9%	-$9.52K	0.19%	105
2023 Q2	$1.04M	Buy	13,987 +1,271	+10%	+$95.4K	0.2%	95
2023 Q1	$950K	Buy	12,716 +1,932	+18%	+$141K	0.19%	99
2022 Q4	$804K	Buy	10,784 +1,310	+14%	+$95.5K	0.17%	113
2022 Q3	$632K	Buy	+9,474	New	+$694K	0.16%	135
2020 Q4	–	Sell	-3,990	Closed	-$248K	–	319
2020 Q3	$248K	Sell	3,990 -3,407	-46%	-$215K	0.09%	234
2020 Q2	$434K	Buy	7,397 +652	+10%	+$38.1K	0.18%	150
2020 Q1	$397K	Sell	6,745 -5,373	-44%	-$326K	0.17%	147
2019 Q4	$763K	Hold	12,118	–	–	0.28%	104
2019 Q3	$744K	Sell	12,118 -662	-5%	-$39.8K	0.58%	58
2019 Q2	$742K	Buy	12,780 +183	+1%	+$10.5K	0.6%	54
2019 Q1	$707K	Buy	12,597 +3,748	+42%	+$200K	0.6%	55
2018 Q4	$449K	Buy	+8,849	New	+$480K	0.43%	79

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

9258 Wealth Management's XLP Position: Q3 2024 in Review

9258 Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q3 2024, buying an estimated $140K and bringing the position to 9,775 shares worth $811K. The position accounts for 0.12% of the portfolio, ranked #140.

9258 Wealth Management first reported a position in XLP in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2023. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

9258 Wealth Management held 9,775 shares of State Street Consumer Staples Select Sector SPDR ETF worth $811K as of Q3 2024.
9258 Wealth Management bought 1,738 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $140K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.12% of 9258 Wealth Management's portfolio in Q3 2024, its #140 holding.
9258 Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
9258 Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.08M in Q4 2023.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.