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

BigSur 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 		– Sell
-6,500
Closed -$540K – 165
2024
Q3 		$540K Hold
6,500
– – 0.15% 112
2024
Q2 		$498K Buy
+6,500
New +$496K 0.15% 112

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BigSur Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 6,500 shares — an estimated $540K sold.

BigSur Wealth Management first reported a position in XLP in Q2 2024 and held it in 2 quarters. The position peaked at $540K in Q3 2024. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

  • BigSur Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 6,500 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $540K.
  • BigSur Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • BigSur Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $540K in Q3 2024.
  • 1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.