Curran Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Curran Financial Partners’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	-3,624	Closed	-$242K	–	71
2022 Q3	$242K	Buy	3,624 +344	+10%	+$25.2K	0.12%	57
2022 Q2	$237K	Buy	3,280 +242	+8%	+$18.2K	0.11%	56
2022 Q1	$231K	Sell	3,038 -4	-0.1%	-$301	0.09%	68
2021 Q4	$235K	Buy	+3,042	New	+$220K	0.1%	67

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

Curran Financial Partners's XLP Position: Q4 2022 in Review

Curran Financial Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 3,624 shares — an estimated $242K sold.

Curran Financial Partners first reported a position in XLP in Q4 2021 and held it in 4 quarters. The position peaked at $242K in Q3 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Curran Financial Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Curran Financial Partners sold 3,624 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $242K.
Curran Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Curran Financial Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $242K in Q3 2022.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Curran Financial Partners's 13F filing for Q4 2022, filed 14 Feb 2023.