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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-227	Closed	-$16K	–	144
2022 Q3	$16K	Buy	227 +54	+31%	+$3.96K	﹤0.01%	91
2022 Q2	$12K	Hold	173	–	–	﹤0.01%	97
2022 Q1	$13K	Sell	173 -5	-3%	-$377	﹤0.01%	103
2021 Q4	$14K	Buy	178 +5	+3%	+$362	﹤0.01%	115
2021 Q3	$12K	Hold	173	–	–	﹤0.01%	116
2021 Q2	$12K	Hold	173	–	–	﹤0.01%	132
2021 Q1	$12K	Hold	173	–	–	﹤0.01%	115
2020 Q4	$12K	Hold	173	–	–	﹤0.01%	112
2020 Q3	$11K	Hold	173	–	–	﹤0.01%	112
2020 Q2	$10K	Buy	+173	New	+$10.1K	﹤0.01%	112
2020 Q1	–	Sell	-198	Closed	-$12K	–	145
2019 Q4	$12K	Sell	198 -9	-4%	-$554	﹤0.01%	120
2019 Q3	$13K	Hold	207	–	–	0.01%	116
2019 Q2	$12K	Hold	207	–	–	0.01%	122
2019 Q1	$12K	Hold	207	–	–	0.01%	103
2018 Q4	$11K	Hold	207	–	–	0.01%	114
2018 Q3	$11K	Hold	207	–	–	0.01%	126
2018 Q2	$11K	Hold	207	–	–	0.01%	127
2018 Q1	$11K	Hold	207	–	–	0.01%	132
2017 Q4	$12K	Hold	207	–	–	0.01%	146
2017 Q3	$11K	Buy	+207	New	+$11.4K	﹤0.01%	186
2017 Q2	–	Sell	-207	Closed	-$11K	–	303
2017 Q1	$11K	Sell	207 -15	-7%	-$806	﹤0.01%	198
2016 Q4	$11K	Hold	222	–	–	﹤0.01%	190
2016 Q3	$12K	Sell	222 -337	-60%	-$18.4K	﹤0.01%	255
2016 Q2	$31K	Sell	559 -33	-6%	-$1.75K	0.02%	187
2016 Q1	$31K	Buy	592 +274	+86%	+$13.9K	0.02%	232
2015 Q4	$16K	Buy	+318	New	+$15.8K	0.02%	299
2013 Q3	–	Sell	-39	Closed	-$2K	–	315
2013 Q2	$2K	Buy	+39	New	+$1.59K	0.01%	236

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advocacy Wealth Management Services's XLP Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 227 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in XLP in Q2 2013 and held it in 27 quarters. The position peaked at $31K in Q2 2016. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 227 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $16K.
Advocacy Wealth Management Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
Advocacy Wealth Management Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $31K in Q2 2016.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.