Antonetti Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Antonetti Capital 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
2023 Q3	$1.6M	Sell	23,282 -120	-0.5%	-$8.78K	2.5%	9
2023 Q2	$1.74M	Sell	23,402 -150	-0.6%	-$11.3K	2.5%	9
2023 Q1	$1.76M	Sell	23,552 -150	-0.6%	-$11K	2.55%	9
2022 Q4	$1.77M	Sell	23,702 -565	-2%	-$41.2K	2.42%	10
2022 Q3	$1.62M	Sell	24,267 -18,993	-44%	-$1.39M	1.86%	12
2022 Q2	$3.12M	Sell	43,260 -2,454	-5%	-$184K	3.28%	10
2022 Q1	$3.47M	Sell	45,714 -590	-1%	-$44.4K	3.26%	10
2021 Q4	$3.57M	Sell	46,304 -156	-0.3%	-$11.3K	2.8%	10
2021 Q3	$3.2M	Buy	+46,460	New	+$3.31M	2.61%	10
2014 Q3	$1.37M	Sell	30,416 -24,286	-44%	-$1.09M	2.4%	15
2014 Q2	$2.44M	Buy	54,702 +3,882	+8%	+$172K	1.91%	21
2014 Q1	$2.19M	Buy	50,820 +11,402	+29%	+$479K	1.91%	19
2013 Q4	$1.69M	Buy	39,418 +16,107	+69%	+$679K	1.54%	20
2013 Q3	$928K	Sell	23,311 -4,904	-17%	-$200K	0.94%	26
2013 Q2	$1.12M	Buy	+28,215	New	+$1.15M	1.23%	18

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

RJA

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Antonetti Capital Management's XLP Position: Q3 2023 in Review

Antonetti Capital Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.51% in Q3 2023, selling an estimated $8.78K and leaving 23,282 shares worth $1.6M. The position accounts for 2.5% of the portfolio, ranked #9.

Antonetti Capital Management first reported a position in XLP in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.57M in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Antonetti Capital Management held 23,282 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.6M as of Q3 2023.
Antonetti Capital Management sold 120 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $8.78K.
State Street Consumer Staples Select Sector SPDR ETF made up 2.5% of Antonetti Capital Management's portfolio in Q3 2023, its #9 holding.
Antonetti Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.57M in Q4 2021.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.