Brandywine Oak Private Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Brandywine Oak Private Wealth’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 Q4	–	Sell	-3,036	Closed	-$202K	–	300
2022 Q3	$202K	Hold	3,036	–	–	0.03%	290
2022 Q2	$219K	Hold	3,036	–	–	0.03%	297
2022 Q1	$230K	Hold	3,036	–	–	0.03%	318
2021 Q4	$234K	Sell	3,036 -128	-4%	-$9.28K	0.03%	315
2021 Q3	$213K	Sell	3,164 -188	-6%	-$13.4K	0.02%	322
2021 Q2	$234K	Buy	3,352 +227	+7%	+$15.9K	0.03%	307
2021 Q1	$213K	Buy	3,125 +92	+3%	+$6.05K	0.03%	266
2020 Q4	$204K	Buy	+3,033	New	+$200K	0.03%	262
2019 Q1	–	Sell	-867	Closed	-$44K	–	648
2018 Q4	$44K	Buy	+867	New	+$47K	0.01%	382

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Brandywine Oak Private Wealth's XLP Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 3,036 shares — an estimated $202K sold.

Brandywine Oak Private Wealth first reported a position in XLP in Q4 2018 and held it in 9 quarters. The position peaked at $234K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,036 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $202K.
Brandywine Oak Private Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Brandywine Oak Private Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $234K in Q4 2021.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.