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Charter Oak Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Charter Oak Capital 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
2023
Q2 		– Sell
-2,783
Closed -$208K – 177
2023
Q1 		$208K Buy
+2,783
New +$204K 0.03% 168
2022
Q3 		– Sell
-459
Closed -$33K – 913
2022
Q2 		$33K Sell
459
-10
-2% -$751 ﹤0.01% 399
2022
Q1 		$36K Buy
469
+49
+12% +$3.69K ﹤0.01% 407
2021
Q4 		$32K Hold
420
– – ﹤0.01% 428
2021
Q3 		$29K Hold
420
– – ﹤0.01% 406
2021
Q2 		$29K Hold
420
– – ﹤0.01% 393
2021
Q1 		$29K Sell
420
-155
-27% -$10.2K ﹤0.01% 389
2020
Q4 		$39K Buy
+575
New +$38K 0.01% 325

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return