Avantax Planning Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Avantax Planning Partners’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	-3,468	Closed	-$250K	–	475
2023 Q4	$250K	Sell	3,468 -163	-4%	-$11.3K	0.01%	322
2023 Q3	$250K	Sell	3,631 -313	-8%	-$22.9K	0.01%	308
2023 Q2	$293K	Buy	3,944 +64	+2%	+$4.8K	0.01%	297
2023 Q1	$290K	Hold	3,880	–	–	0.01%	302
2022 Q4	$289K	Sell	3,880 -7,123	-65%	-$519K	0.01%	306
2022 Q3	$734K	Buy	11,003 +253	+2%	+$18.5K	0.03%	188
2022 Q2	$776K	Sell	10,750 -74	-0.7%	-$5.55K	0.03%	183
2022 Q1	$821K	Sell	10,824 -598	-5%	-$45.1K	0.03%	178
2021 Q4	$881K	Buy	11,422 +356	+3%	+$25.8K	0.04%	169
2021 Q3	$762K	Buy	11,066 +916	+9%	+$65.3K	0.04%	164
2021 Q2	$710K	Buy	10,150 +1,089	+12%	+$76.2K	0.03%	165
2021 Q1	$619K	Buy	9,061 +185	+2%	+$12.2K	0.03%	168
2020 Q4	$599K	Buy	+8,876	New	+$587K	0.03%	167
2018 Q4	–	Sell	-1,694	Closed	-$91K	–	1218
2018 Q3	$91K	Buy	+1,694	New	+$90.9K	0.01%	368
2018 Q2	–	Sell	-3,095	Closed	-$163K	–	1512
2018 Q1	$163K	Buy	+3,095	New	+$171K	0.01%	327

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Avantax Planning Partners's XLP Position: Q1 2024 in Review

Avantax Planning Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 3,468 shares — an estimated $250K sold.

Avantax Planning Partners first reported a position in XLP in Q1 2018 and held it in 15 quarters. The position peaked at $881K in Q4 2021. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Avantax Planning Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Avantax Planning Partners sold 3,468 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $250K.
Avantax Planning Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 15 quarters.
Avantax Planning Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $881K in Q4 2021.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Avantax Planning Partners's 13F filing for Q1 2024, filed 3 May 2024.