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

Clark Financial Services 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 Q4	–	Sell	-24,082	Closed	-$1.66M	–	63
2023 Q3	$1.66M	Buy	+24,082	New	+$1.76M	2.27%	7
2022 Q4	–	Sell	-20,502	Closed	-$1.37M	–	67
2022 Q3	$1.37M	Buy	+20,502	New	+$1.5M	1.44%	12
2022 Q1	$1.55M	Buy	+20,476	New	+$1.54M	1.14%	15
2020 Q2	$1.45M	Buy	+20,019	New	+$1.17M	2.24%	8

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Clark Financial Services Group's XLP Position: Q4 2023 in Review

Clark Financial Services Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 24,082 shares — an estimated $1.66M sold.

Clark Financial Services Group first reported a position in XLP in Q2 2020 and held it in 4 quarters. The position peaked at $1.66M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Clark Financial Services Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Clark Financial Services Group sold 24,082 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $1.66M.
Clark Financial Services Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
Clark Financial Services Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.66M in Q3 2023.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Clark Financial Services Group's 13F filing for Q4 2023, filed 15 Feb 2024.