Ahrens Investment Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Ahrens Investment Partners’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 Q1	$50.1K	Buy	+671	New	+$49.1K	0.02%	320
2022 Q3	–	Sell	-596	Closed	-$43K	–	936
2022 Q2	$43K	Sell	596 -125	-17%	-$9.38K	0.02%	359
2022 Q1	$55K	Buy	721 +202	+39%	+$15.2K	0.02%	372
2021 Q4	$40K	Buy	+519	New	+$37.6K	0.02%	457
2019 Q4	–	Sell	-4,691	Closed	-$288K	–	174
2019 Q3	$288K	Buy	4,691 +3	+0.1%	+$180	0.13%	122
2019 Q2	$272K	Buy	+4,688	New	+$268K	0.12%	120

Other funds holding XLP

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

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

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

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

Ahrens Investment Partners's XLP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023: 671 shares worth $50.1K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XLP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in XLP in Q2 2019 and has held it in 6 quarters since. The position peaked at $288K in Q3 2019. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Ahrens Investment Partners held 671 shares of State Street Consumer Staples Select Sector SPDR ETF worth $50.1K as of Q1 2023.
State Street Consumer Staples Select Sector SPDR ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #320 holding.
Ahrens Investment Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 6 quarters since.
Ahrens Investment Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $288K in Q3 2019.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.