Danda Trouve Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Danda Trouve Investment Management’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 Q3	$2.06M	Sell	30,937 -41,519	-57%	-$3.04M	3.82%	13
2022 Q2	$5.23M	Buy	72,456 +1,029	+1%	+$77.2K	8.05%	3
2022 Q1	$5.42M	Buy	71,427 +71,426	+7,142,600%	+$5.38M	6.78%	4
2021 Q4	$0	Hold	1	–	–	﹤0.01%	171
2021 Q3	$0	Sell	1 -36,850	-100%	-$2.63M	﹤0.01%	194
2021 Q2	$2.58M	Sell	36,851 -2,596	-7%	-$182K	3.06%	11
2021 Q1	$2.69M	Sell	39,447 -3,929	-9%	-$258K	3.32%	11
2020 Q4	$2.93M	Sell	43,376 -5,629	-11%	-$372K	3.57%	11
2020 Q3	$3.14M	Sell	49,005 -889	-2%	-$56.1K	4.28%	9
2020 Q2	$2.93M	Buy	49,894 +532	+1%	+$31.1K	4.42%	7
2020 Q1	$2.69M	Sell	49,362 -84	-0.2%	-$5.1K	5.58%	7
2019 Q4	$3.11M	Buy	+49,446	New	+$3.05M	4.48%	7

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Danda Trouve Investment Management's XLP Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 57% in Q3 2022, selling an estimated $3.04M and leaving 30,937 shares worth $2.06M. The position accounts for 3.82% of the portfolio, ranked #13.

Danda Trouve Investment Management first reported a position in XLP in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.42M in Q1 2022. 1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Danda Trouve Investment Management held 30,937 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.06M as of Q3 2022.
Danda Trouve Investment Management sold 41,519 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $3.04M.
State Street Consumer Staples Select Sector SPDR ETF made up 3.82% of Danda Trouve Investment Management's portfolio in Q3 2022, its #13 holding.
Danda Trouve Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.42M in Q1 2022.
1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.