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

Alta 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 Q4	–	Sell	-3,109	Closed	-$214K	–	138
2023 Q3	$214K	Sell	3,109 -933	-23%	-$68.3K	0.13%	124
2023 Q2	$300K	Buy	4,042 +157	+4%	+$11.8K	0.18%	117
2023 Q1	$290K	Sell	3,885 -96	-2%	-$7.02K	0.18%	120
2022 Q4	$297K	Sell	3,981 -3,721	-48%	-$271K	0.2%	121
2022 Q3	$514K	Buy	7,702 +2	+0%	+$147	0.37%	82
2022 Q2	$555K	Buy	7,700 +2,006	+35%	+$151K	0.38%	76
2022 Q1	$432K	Buy	5,694 +1,839	+48%	+$139K	0.26%	111
2021 Q4	$297K	Hold	3,855	–	–	0.18%	124
2021 Q3	$265K	Hold	3,855	–	–	0.19%	128
2021 Q2	$270K	Hold	3,855	–	–	0.2%	130
2021 Q1	$263K	Hold	3,855	–	–	0.22%	123
2020 Q4	$260K	Buy	+3,855	New	+$255K	0.22%	124

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

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

RJA

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alta Wealth Advisors's XLP Position: Q4 2023 in Review

Alta Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 3,109 shares — an estimated $214K sold.

Alta Wealth Advisors first reported a position in XLP in Q4 2020 and held it in 12 quarters. The position peaked at $555K in Q2 2022. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Alta Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 3,109 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $214K.
Alta Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 12 quarters.
Alta Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $555K in Q2 2022.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.