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

B. Riley 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
2022 Q2	$812K	Buy	11,252 +2,700	+32%	+$203K	0.08%	217
2022 Q1	$649K	Buy	8,552 +2,077	+32%	+$156K	0.05%	284
2021 Q4	$499K	Sell	6,475 -209	-3%	-$15.1K	0.03%	355
2021 Q3	$460K	Buy	6,684 +352	+6%	+$25.1K	0.04%	356
2021 Q2	$443K	Buy	6,332 +376	+6%	+$26.3K	0.05%	255
2021 Q1	$407K	Sell	5,956 -409	-6%	-$26.9K	0.05%	251
2020 Q4	$429K	Sell	6,365 -1,933	-23%	-$128K	0.06%	222
2020 Q3	$532K	Buy	8,298 +2,661	+47%	+$168K	0.06%	218
2020 Q2	$330K	Sell	5,637 -3,020	-35%	-$176K	0.04%	283
2020 Q1	$471K	Buy	8,657 +1,537	+22%	+$93.3K	0.05%	273
2019 Q4	$448K	Sell	7,120 -771	-10%	-$47.5K	0.07%	224
2019 Q3	$485K	Sell	7,891 -111	-1%	-$6.67K	0.08%	206
2019 Q2	$465K	Buy	8,002 +504	+7%	+$28.9K	0.07%	217
2019 Q1	$738K	Buy	7,498 +2,571	+52%	+$138K	0.13%	163
2018 Q4	$250K	Sell	4,927 -1,027	-17%	-$55.7K	0.05%	274
2018 Q3	$321K	Buy	+5,954	New	+$320K	0.08%	210
2016 Q1	$244K	Sell	4,605 -2,383	-34%	-$121K	0.36%	94
2015 Q4	$352K	Buy	+6,988	New	+$347K	0.45%	75
2015 Q3	–	Sell	-2,388	Closed	-$113K	–	770
2015 Q2	$113K	Sell	2,388 -13,304	-85%	-$650K	0.09%	256
2015 Q1	$764K	Buy	15,692 +11,485	+273%	+$564K	0.57%	35
2014 Q4	$203K	Sell	4,207 -1,937	-32%	-$91.7K	0.17%	157
2014 Q3	$277K	Buy	6,144 +3,232	+111%	+$145K	0.21%	142
2014 Q2	$129K	Sell	2,912 -586	-17%	-$25.9K	0.08%	293
2014 Q1	$151K	Buy	+3,498	New	+$147K	0.11%	242

Other funds holding XLP

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

B. Riley Wealth Management's XLP Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 32% in Q2 2022, buying an estimated $203K and bringing the position to 11,252 shares worth $812K. The position accounts for 0.08% of the portfolio, ranked #217.

B. Riley Wealth Management first reported a position in XLP in Q1 2014 and has held it in 24 quarters since. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

B. Riley Wealth Management held 11,252 shares of State Street Consumer Staples Select Sector SPDR ETF worth $812K as of Q2 2022.
B. Riley Wealth Management bought 2,700 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $203K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #217 holding.
B. Riley Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2014 and has held it in 24 quarters since.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.