Certuity’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Certuity’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 Q3	–	Sell	-7,956	Closed	-$590K	–	291
2023 Q2	$590K	Buy	+7,956	New	+$597K	0.07%	131
2020 Q1	–	Sell	-3,289	Closed	-$207K	–	233
2019 Q4	$207K	Buy	+3,289	New	+$203K	0.1%	161

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Certuity's XLP Position: Q3 2023 in Review

Certuity sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 7,956 shares — an estimated $590K sold.

Certuity first reported a position in XLP in Q4 2019 and held it in 2 quarters. The position peaked at $590K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Certuity reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Certuity sold 7,956 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $590K.
Certuity first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Certuity's State Street Consumer Staples Select Sector SPDR ETF position peaked at $590K in Q2 2023.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Certuity's 13F filing for Q3 2023, filed 3 Nov 2023.