American Portfolios Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

American Portfolios 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
2022 Q3	$5.27M	Sell	78,976 -9,878	-11%	-$724K	0.22%	85
2022 Q2	$6.41M	Buy	88,854 +2,634	+3%	+$198K	0.26%	71
2022 Q1	$6.54M	Buy	86,220 +12,567	+17%	+$947K	0.22%	83
2021 Q4	$5.68M	Buy	73,653 +2,240	+3%	+$162K	0.19%	101
2021 Q3	$4.92M	Buy	71,413 +2,056	+3%	+$147K	0.18%	101
2021 Q2	$4.85M	Sell	69,357 -6,361	-8%	-$445K	0.19%	103
2021 Q1	$5.17M	Buy	75,718 +4,427	+6%	+$291K	0.23%	88
2020 Q4	$4.81M	Buy	71,291 +3,399	+5%	+$225K	0.25%	75
2020 Q3	$4.35M	Buy	67,892 +2,840	+4%	+$179K	0.25%	79
2020 Q2	$3.81M	Buy	65,052 +3,956	+6%	+$231K	0.25%	80
2020 Q1	$3.33M	Sell	61,096 -2,293	-4%	-$139K	0.28%	77
2019 Q4	$3.99M	Buy	63,389 +10,229	+19%	+$630K	0.28%	78
2019 Q3	$3.27M	Buy	53,160 +6,169	+13%	+$371K	0.27%	80
2019 Q2	$2.73M	Buy	46,991 +2,370	+5%	+$136K	0.23%	98
2019 Q1	$2.5M	Buy	44,621 +9,469	+27%	+$506K	0.24%	95
2018 Q4	$1.79M	Buy	35,152 +2,481	+8%	+$135K	0.22%	101
2018 Q3	$1.76M	Sell	32,671 -396	-1%	-$21.3K	0.2%	103
2018 Q2	$1.7M	Sell	33,067 -1,188	-3%	-$60.3K	0.23%	90
2018 Q1	$1.8M	Sell	34,255 -2,538	-7%	-$140K	0.27%	81
2017 Q4	$2.09M	Buy	+36,793	New	+$2.02M	0.33%	63

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

American Portfolios Advisors's XLP Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q3 2022, selling an estimated $724K and leaving 78,976 shares worth $5.27M. The position accounts for 0.22% of the portfolio, ranked #85.

American Portfolios Advisors first reported a position in XLP in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.54M in Q1 2022. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

American Portfolios Advisors held 78,976 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.27M as of Q3 2022.
American Portfolios Advisors sold 9,878 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $724K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.22% of American Portfolios Advisors's portfolio in Q3 2022, its #85 holding.
American Portfolios Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.54M in Q1 2022.
1,035 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.