Bragg Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bragg Financial Advisors’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 Q4	–	Sell	-4,690	Closed	-$323K	–	320
2023 Q3	$323K	Hold	4,690	–	–	0.02%	271
2023 Q2	$348K	Buy	4,690 +682	+17%	+$51.2K	0.02%	271
2023 Q1	$299K	Sell	4,008 -121	-3%	-$8.85K	0.02%	279
2022 Q4	$308K	Buy	+4,129	New	+$301K	0.02%	270

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

RJA

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bragg Financial Advisors's XLP Position: Q4 2023 in Review

Bragg Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 4,690 shares — an estimated $323K sold.

Bragg Financial Advisors first reported a position in XLP in Q4 2022 and held it in 4 quarters. The position peaked at $348K in Q2 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Bragg Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Bragg Financial Advisors sold 4,690 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $323K.
Bragg Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Bragg Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $348K in Q2 2023.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Bragg Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.