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Caliber Wealth Management (Utah)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-33,596
Closed -$2.5M – 91
2022
Q4 		$2.5M Buy
+33,596
New +$2.45M 1.91% 9

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Caliber Wealth Management (Utah)'s XLP Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 33,596 shares — an estimated $2.5M sold.

Caliber Wealth Management (Utah) first reported a position in XLP in Q4 2022 and held it in 1 quarter. The position peaked at $2.5M in Q4 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 33,596 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $2.5M.
  • Caliber Wealth Management (Utah) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.5M in Q4 2022.
  • 1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.