APS
XLP icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return