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Buckingham Strategic Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Buckingham Strategic 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
2024
Q2 		$581K Sell
7,588
-349
-4% -$26.6K 0.01% 434
2024
Q1 		$606K Buy
7,937
+598
+8% +$44.2K 0.01% 421
2023
Q4 		$529K Buy
7,339
+948
+15% +$65.7K 0.01% 427
2023
Q3 		$440K Sell
6,391
-912
-12% -$66.7K 0.01% 448
2023
Q2 		$542K Sell
7,303
-981
-12% -$73.6K 0.01% 403
2023
Q1 		$618K Hold
8,284
– – 0.01% 341
2022
Q4 		$618K Sell
8,284
-23
-0.3% -$1.68K 0.01% 343
2022
Q3 		$554K Buy
8,307
+566
+7% +$41.5K 0.01% 346
2022
Q2 		$559K Buy
7,741
+15
+0.2% +$1.13K 0.01% 350
2022
Q1 		$586K Hold
7,726
– – 0.01% 339
2021
Q4 		$596K Sell
7,726
-51
-0.7% -$3.7K 0.01% 338
2021
Q3 		$535K Buy
7,777
+51
+0.7% +$3.63K 0.01% 345
2021
Q2 		$541K Hold
7,726
– – 0.01% 333
2021
Q1 		$528K Sell
7,726
-350
-4% -$23K 0.03% 317
2020
Q4 		$545K Buy
8,076
+750
+10% +$49.6K 0.03% 305
2020
Q3 		$470K Sell
7,326
-1,789
-20% -$113K 0.04% 270
2020
Q2 		$535K Buy
+9,115
New +$532K 0.05% 211
2017
Q4 		– Sell
-12,548
Closed -$677K – 329
2017
Q3 		$677K Buy
+12,548
New +$689K 0.16% 124

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Buckingham Strategic Wealth's XLP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.4% in Q2 2024, selling an estimated $26.6K and leaving 7,588 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #434.

Buckingham Strategic Wealth first reported a position in XLP in Q3 2017 and has held it in 18 quarters since. The position peaked at $677K in Q3 2017. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

  • Buckingham Strategic Wealth held 7,588 shares of State Street Consumer Staples Select Sector SPDR ETF worth $581K as of Q2 2024.
  • Buckingham Strategic Wealth sold 349 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $26.6K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #434 holding.
  • Buckingham Strategic Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $677K in Q3 2017.
  • 1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.