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

Continuum 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
2024 Q4	–	Sell	-59,661	Closed	-$4.95M	–	60
2024 Q3	$4.95M	Buy	+59,661	New	+$4.79M	2.66%	13
2023 Q1	–	Sell	-26,890	Closed	-$2M	–	50
2022 Q4	$2M	Buy	+26,890	New	+$1.96M	1.99%	12

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Continuum Wealth Advisors's XLP Position: Q4 2024 in Review

Continuum Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 59,661 shares — an estimated $4.95M sold.

Continuum Wealth Advisors first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $4.95M in Q3 2024. 1,196 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Continuum Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Continuum Wealth Advisors sold 59,661 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $4.95M.
Continuum Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
Continuum Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.95M in Q3 2024.
1,196 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Continuum Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.