AMJ Financial Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

AMJ Financial Wealth Management’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 Q2	–	Sell	-10,628	Closed	-$807K	–	94
2022 Q1	$807K	Buy	10,628 +6,643	+167%	+$500K	0.32%	47
2021 Q4	$307K	Buy	+3,985	New	+$289K	0.11%	74
2020 Q1	–	Sell	-10,078	Closed	-$635K	–	68
2019 Q4	$635K	Buy	+10,078	New	+$621K	0.45%	44

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

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

NAM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

AMJ Financial Wealth Management's XLP Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 10,628 shares — an estimated $807K sold.

AMJ Financial Wealth Management first reported a position in XLP in Q4 2019 and held it in 3 quarters. The position peaked at $807K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

AMJ Financial Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 10,628 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $807K.
AMJ Financial Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
AMJ Financial Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $807K in Q1 2022.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.