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

Avitas 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
2024 Q4	$1.12M	Sell	14,229 -823	-5%	-$66.8K	0.15%	130
2024 Q3	$1.25M	Sell	15,052 -1,804	-11%	-$145K	0.18%	129
2024 Q2	$1.29M	Buy	16,856 +122	+0.7%	+$9.31K	0.19%	121
2024 Q1	$1.28M	Sell	16,734 -327	-2%	-$24.2K	0.19%	127
2023 Q4	$1.23M	Buy	17,061 +198	+1%	+$13.7K	0.21%	117
2023 Q3	$1.16M	Sell	16,863 -15	-0.1%	-$1.1K	0.22%	115
2023 Q2	$1.25M	Buy	16,878 +160	+1%	+$12K	0.23%	114
2023 Q1	$1.25M	Sell	16,718 -68,309	-80%	-$5M	0.24%	110
2022 Q4	$6.34M	Buy	85,027 +70,589	+489%	+$5.14M	1.34%	17
2022 Q3	$963K	Buy	14,438 +303	+2%	+$22.2K	0.22%	112
2022 Q2	$1.02M	Buy	14,135 +1,643	+13%	+$123K	0.22%	120
2022 Q1	$948K	Buy	12,492 +61	+0.5%	+$4.6K	0.17%	129
2021 Q4	$959K	Sell	12,431 -252	-2%	-$18.3K	0.16%	129
2021 Q3	$873K	Sell	12,683 -156	-1%	-$11.1K	0.16%	136
2021 Q2	$898K	Buy	12,839 +159	+1%	+$11.1K	0.16%	148
2021 Q1	$866K	Buy	12,680 +3	+0%	+$197	0.17%	146
2020 Q4	$855K	Sell	12,677 -82	-0.6%	-$5.42K	0.17%	154
2020 Q3	$818K	Buy	12,759 +379	+3%	+$23.9K	0.23%	120
2020 Q2	$726K	Sell	12,380 -8	-0.1%	-$467	0.24%	118
2020 Q1	$675K	Sell	12,388 -1,026	-8%	-$62.3K	0.31%	88
2019 Q4	$845K	Sell	13,414 -133	-1%	-$8.19K	0.22%	116
2019 Q3	$832K	Sell	13,547 -1,537	-10%	-$92.4K	0.23%	112
2019 Q2	$876K	Buy	15,084 +358	+2%	+$20.5K	0.24%	113
2019 Q1	$826K	Buy	14,726 +35	+0.2%	+$1.87K	0.24%	110
2018 Q4	$746K	Buy	14,691 +690	+5%	+$37.4K	0.25%	111
2018 Q3	$755K	Sell	14,001 -113	-0.8%	-$6.06K	0.21%	127
2018 Q2	$727K	Buy	+14,114	New	+$717K	0.23%	125

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avitas Wealth Management's XLP Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.5% in Q4 2024, selling an estimated $66.8K and leaving 14,229 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #130.

Avitas Wealth Management first reported a position in XLP in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.34M in Q4 2022. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Avitas Wealth Management held 14,229 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.12M as of Q4 2024.
Avitas Wealth Management sold 823 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $66.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #130 holding.
Avitas Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
Avitas Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.34M in Q4 2022.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.