Briaud Financial Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Briaud Financial Planning’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 Q1	–	Sell	-16,164	Closed	-$1.16M	–	128
2023 Q4	$1.16M	Sell	16,164 -8	-0%	-$554	0.99%	7
2023 Q3	$1.11M	Sell	16,172 -693	-4%	-$50.7K	0.9%	9
2023 Q2	$1.25M	Buy	16,865 +338	+2%	+$25.4K	1.18%	8
2023 Q1	$1.23M	Sell	16,527 -396	-2%	-$29K	1.17%	7
2022 Q4	$1.26M	Buy	16,923 +13,187	+353%	+$961K	1.02%	6
2022 Q3	$273K	Hold	3,736	–	–	0.24%	21
2022 Q2	$269K	Sell	3,736 -10,041	-73%	-$754K	0.18%	18
2022 Q1	$1.04M	Buy	13,777 +8,941	+185%	+$674K	0.6%	10
2021 Q4	$372K	Buy	+4,836	New	+$351K	0.2%	16

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Briaud Financial Planning's XLP Position: Q1 2024 in Review

Briaud Financial Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 16,164 shares — an estimated $1.16M sold.

Briaud Financial Planning first reported a position in XLP in Q4 2021 and held it in 9 quarters. The position peaked at $1.26M in Q4 2022. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Briaud Financial Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Briaud Financial Planning sold 16,164 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $1.16M.
Briaud Financial Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Briaud Financial Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.26M in Q4 2022.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Briaud Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.