Clear Perspectives Financial Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$7.47K	Hold	100	–	–	﹤0.01%	151
2022 Q4	$7.46K	Hold	100	–	–	﹤0.01%	162
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	162
2022 Q2	$7K	Sell	100 -31	-24%	-$2.33K	﹤0.01%	172
2022 Q1	$10K	Sell	131 -1	-0.8%	-$75	﹤0.01%	165
2021 Q4	$10K	Sell	132 -33	-20%	-$2.39K	﹤0.01%	177
2021 Q3	$11K	Hold	165	–	–	0.01%	160
2021 Q2	$12K	Hold	165	–	–	0.01%	161
2021 Q1	$11K	Sell	165 -4,575	-97%	-$301K	0.01%	149
2020 Q4	$320K	Buy	+4,740	New	+$313K	0.2%	45

Other funds holding XLP

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

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

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

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

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

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

RJA

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

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

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

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

Clear Perspectives Financial Planning's XLP Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2023 at 100 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Clear Perspectives Financial Planning first reported a position in XLP in Q4 2020 and has held it in 10 quarters since. The position peaked at $320K in Q4 2020. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Clear Perspectives Financial Planning held 100 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.47K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #151 holding.
Clear Perspectives Financial Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $320K in Q4 2020.
1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.