AS
XLP icon

Altshuler Shaham’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Altshuler Shaham’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
-80,206
Closed -$5.45M – 621
2022
Q3 		$5.45M Buy
+80,206
New +$5.88M 0.13% 22
2021
Q4 		– Sell
-196,712
Closed -$13.6M – 674
2021
Q3 		$13.6M Buy
196,712
+14,349
+8% +$1.02M 0.1% 52
2021
Q2 		$12.8M Buy
182,363
+19,342
+12% +$1.35M 0.1% 58
2021
Q1 		$11.1M Buy
163,021
+53,142
+48% +$3.49M 0.11% 39
2020
Q4 		$7.41M Sell
109,879
-7,171,271
-98% -$474M 0.15% 29
2020
Q3 		$467M Buy
+7,281,150
New +$460M 10.97% 2

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return