Cedar Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cedar Wealth Management’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	-50	Closed	-$3.6K	–	361
2023 Q4	$3.6K	Buy	+50	New	+$3.46K	﹤0.01%	249
2022 Q2	–	Sell	-271	Closed	-$21K	–	381
2022 Q1	$21K	Hold	271	–	–	0.01%	247
2021 Q4	$21K	Hold	271	–	–	0.01%	243
2021 Q3	$19K	Hold	271	–	–	0.01%	204
2021 Q2	$19K	Buy	+271	New	+$19K	0.01%	210

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cedar Wealth Management's XLP Position: Q1 2024 in Review

Cedar Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 50 shares — an estimated $3.6K sold.

Cedar Wealth Management first reported a position in XLP in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Cedar Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 50 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $3.6K.
Cedar Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
Cedar Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $21K in Q1 2022.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.