Clearview Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clearview Wealth Advisors’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	-3,501	Closed	-$260K	–	658
2023 Q2	$260K	Sell	3,501 -393	-10%	-$29.5K	0.26%	97
2023 Q1	$291K	Sell	3,894 -24	-0.6%	-$1.76K	0.29%	96
2022 Q4	$292K	Sell	3,918 -240	-6%	-$17.5K	0.23%	83
2022 Q3	$278K	Sell	4,158 -255	-6%	-$18.7K	0.22%	71
2022 Q2	$319K	Sell	4,413 -1,179	-21%	-$88.5K	0.24%	67
2022 Q1	$424K	Sell	5,592 -6,984	-56%	-$526K	0.28%	63
2021 Q4	$970K	Buy	12,576 +1,124	+10%	+$81.5K	0.59%	37
2021 Q3	$788K	Buy	11,452 +821	+8%	+$58.5K	0.5%	44
2021 Q2	$744K	Buy	10,631 +632	+6%	+$44.2K	0.46%	47
2021 Q1	$683K	Buy	9,999 +777	+8%	+$51.1K	0.44%	51
2020 Q4	$622K	Buy	+9,222	New	+$609K	0.42%	49

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

Clearview Wealth Advisors's XLP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 3,501 shares — an estimated $260K sold.

Clearview Wealth Advisors first reported a position in XLP in Q4 2020 and held it in 11 quarters. The position peaked at $970K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,501 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $260K.
Clearview Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $970K in Q4 2021.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.