Annapolis Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Annapolis Financial 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 Q1	–	Sell	-31	Closed	-$2.23K	–	474
2023 Q4	$2.23K	Hold	31	–	–	﹤0.01%	428
2023 Q3	$2.13K	Sell	31 -163	-84%	-$11.9K	﹤0.01%	430
2023 Q2	$14.4K	Buy	194 +163	+526%	+$12.2K	﹤0.01%	303
2023 Q1	$2.32K	Hold	31	–	–	﹤0.01%	397
2022 Q4	$2.31K	Hold	31	–	–	﹤0.01%	388
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	464
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	399
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	423
2021 Q4	$2K	Buy	+31	New	+$2.25K	﹤0.01%	421

Other funds holding XLP

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Annapolis Financial Services's XLP Position: Q1 2024 in Review

Annapolis Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 31 shares — an estimated $2.23K sold.

Annapolis Financial Services first reported a position in XLP in Q4 2021 and held it in 9 quarters. The position peaked at $14.4K in Q2 2023. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Annapolis Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 31 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $2.23K.
Annapolis Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Annapolis Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.4K in Q2 2023.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.