Appleton Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Appleton Group’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 Q1	–	Sell	-2,697	Closed	-$201K	–	50
2022 Q4	$201K	Buy	+2,697	New	+$197K	0.29%	40
2022 Q1	–	Sell	-3,860	Closed	-$298K	–	60
2021 Q4	$298K	Buy	+3,860	New	+$280K	0.3%	42
2021 Q2	–	Sell	-3,988	Closed	-$272K	–	55
2021 Q1	$272K	Buy	3,988 +487	+14%	+$32K	0.36%	42
2020 Q4	$236K	Hold	3,501	–	–	0.23%	33
2020 Q3	$224K	Sell	3,501 -1,492	-30%	-$94.2K	0.35%	26
2020 Q2	$293K	Sell	4,993 -2,143	-30%	-$125K	0.35%	26
2020 Q1	$389K	Sell	7,136 -1,446	-17%	-$87.8K	1.96%	10
2019 Q4	$540K	Sell	8,582 -2,550	-23%	-$157K	0.69%	15
2019 Q3	$684K	Buy	11,132 +35	+0.3%	+$2.1K	0.79%	15
2019 Q2	$644K	Sell	11,097 -922	-8%	-$52.8K	0.72%	14
2019 Q1	$674K	Buy	+12,019	New	+$643K	0.65%	15

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Appleton Group's XLP Position: Q1 2023 in Review

Appleton Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 2,697 shares — an estimated $201K sold.

Appleton Group first reported a position in XLP in Q1 2019 and held it in 11 quarters. The position peaked at $684K in Q3 2019. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Appleton Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Appleton Group sold 2,697 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $201K.
Appleton Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 11 quarters.
Appleton Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $684K in Q3 2019.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.