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

Chicago 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
2022 Q4	–	Sell	-99,582	Closed	-$6.64M	–	43
2022 Q3	$6.64M	Buy	99,582 +1,195	+1%	+$87.6K	6.36%	10
2022 Q2	$7.1M	Buy	98,387 +1,879	+2%	+$141K	6.34%	10
2022 Q1	$7.32M	Buy	96,508 +2,523	+3%	+$190K	4.92%	13
2021 Q4	$7.25M	Buy	93,985 +3,162	+3%	+$229K	4.86%	12
2021 Q3	$6.25M	Buy	90,823 +2,817	+3%	+$201K	4.56%	12
2021 Q2	$6.16M	Buy	88,006 +4,759	+6%	+$333K	4.43%	11
2021 Q1	$5.69M	Sell	83,247 -79,854	-49%	-$5.25M	4.52%	12
2020 Q4	$11M	Sell	163,101 -2,802	-2%	-$185K	10.18%	3
2020 Q3	$10.6M	Buy	165,903 +4,521	+3%	+$285K	12.02%	2
2020 Q2	$9.46M	Buy	161,382 +14,586	+10%	+$851K	11.56%	2
2020 Q1	$8M	Sell	146,796 -916	-0.6%	-$55.6K	9.45%	3
2019 Q4	$9.3M	Buy	+147,712	New	+$9.1M	8.95%	4

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Chicago Wealth Management's XLP Position: Q4 2022 in Review

Chicago Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 99,582 shares — an estimated $6.64M sold.

Chicago Wealth Management first reported a position in XLP in Q4 2019 and held it in 12 quarters. The position peaked at $11M in Q4 2020. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Chicago Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Chicago Wealth Management sold 99,582 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $6.64M.
Chicago Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Chicago Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11M in Q4 2020.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Chicago Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.