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

Align 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
2022 Q4	$801	Buy	+12	New	+$874	﹤0.01%	194

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

Align Wealth Management's XLP Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022: 12 shares worth $801. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Align Wealth Management held 12 shares of State Street Consumer Staples Select Sector SPDR ETF worth $801 as of Q4 2022.
State Street Consumer Staples Select Sector SPDR ETF was a new Align Wealth Management position in Q4 2022.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #194 holding.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.