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BSW
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
–
330
2017
Q3
$677K
Buy
+12,548
New
+$689K
0.16%
124
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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