Carr Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Carr Financial Group’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	-4,026	Closed	-$300K	–	183
2022 Q4	$300K	Buy	+4,026	New	+$293K	0.16%	126

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Carr Financial Group's XLP Position: Q1 2023 in Review

Carr Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 4,026 shares — an estimated $300K sold.

Carr Financial Group first reported a position in XLP in Q4 2022 and held it in 1 quarter. The position peaked at $300K in Q4 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Carr Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Carr Financial Group sold 4,026 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $300K.
Carr Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Carr Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $300K 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 Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.