American Planning Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

American Planning Services’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
2024 Q3	$252K	Hold	3,035	–	–	0.2%	44
2024 Q2	$232K	Sell	3,035 -795	-21%	-$60.6K	0.16%	50
2024 Q1	$292K	Sell	3,830 -176	-4%	-$13K	0.21%	38
2023 Q4	$289K	Hold	4,006	–	–	0.22%	37
2023 Q3	$276K	Hold	4,006	–	–	0.18%	28
2023 Q2	$297K	Sell	4,006 -571	-12%	-$42.9K	0.19%	29
2023 Q1	$342K	Sell	4,577 -4,699	-51%	-$344K	0.23%	21
2022 Q4	$692K	Buy	9,276 +9,264	+77,200%	+$675K	0.69%	12
2022 Q3	$811	Sell	12 -83,273	-100%	-$6.1M	1.01%	11
2022 Q2	$6.01M	Buy	+83,285	New	+$6.25M	6.69%	7

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJA

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

American Planning Services's XLP Position: Q3 2024 in Review

American Planning Services held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2024 at 3,035 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #44.

American Planning Services first reported a position in XLP in Q2 2022 and has held it in 10 quarters since. The position peaked at $6.01M in Q2 2022. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

American Planning Services held 3,035 shares of State Street Consumer Staples Select Sector SPDR ETF worth $252K as of Q3 2024.
American Planning Services left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of American Planning Services's portfolio in Q3 2024, its #44 holding.
American Planning Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
American Planning Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.01M in Q2 2022.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.