Acorn Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Acorn Wealth Advisors’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
2023 Q3	–	Sell	-3,034	Closed	-$225K	–	193
2023 Q2	$225K	Sell	3,034 -772	-20%	-$57.9K	0.15%	158
2023 Q1	$284K	Sell	3,806 -13	-0.3%	-$951	0.21%	119
2022 Q4	$285K	Buy	+3,819	New	+$278K	0.22%	109
2018 Q3	–	Sell	-649	Closed	-$33K	–	457
2018 Q2	$33K	Sell	649 -132	-17%	-$6.7K	0.03%	333
2018 Q1	$40K	Hold	781	–	–	0.03%	303
2017 Q4	$45K	Buy	+781	New	+$42.9K	0.04%	271

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

RJA

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Acorn Wealth Advisors's XLP Position: Q3 2023 in Review

Acorn Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 3,034 shares — an estimated $225K sold.

Acorn Wealth Advisors first reported a position in XLP in Q4 2017 and held it in 6 quarters. The position peaked at $285K in Q4 2022. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Acorn Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 3,034 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $225K.
Acorn Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Acorn Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $285K in Q4 2022.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Acorn Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.