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

Alaethes Wealth’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 Q2	–	Sell	-1,018	Closed	-$77K	–	297
2022 Q1	$77K	Sell	1,018 -67	-6%	-$5.05K	0.05%	125
2021 Q4	$84K	Sell	1,085 -189	-15%	-$13.7K	0.05%	118
2021 Q3	$88K	Buy	1,274 +74	+6%	+$5.28K	0.06%	115
2021 Q2	$84K	Buy	+1,200	New	+$84K	0.06%	112

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Alaethes Wealth's XLP Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 1,018 shares — an estimated $77K sold.

Alaethes Wealth first reported a position in XLP in Q2 2021 and held it in 4 quarters. The position peaked at $88K in Q3 2021. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Alaethes Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 1,018 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $77K.
Alaethes Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $88K in Q3 2021.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.