Deane Retirement Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Deane Retirement Strategies’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	-46,571	Closed	-$3.45M	–	73
2023 Q2	$3.45M	Buy	+46,571	New	+$3.5M	1.89%	16
2022 Q4	–	Sell	-77	Closed	-$5K	–	79
2022 Q3	$5K	Sell	77 -75,127	-100%	-$5.5M	﹤0.01%	55
2022 Q2	$5.5M	Sell	75,204 -1,400	-2%	-$105K	3.42%	7
2022 Q1	$5.87M	Buy	+76,604	New	+$5.77M	3.24%	7
2020 Q4	–	Sell	-80,697	Closed	-$5.17M	–	82
2020 Q3	$5.17M	Buy	+80,697	New	+$5.1M	3.51%	11
2020 Q2	–	Sell	-63,798	Closed	-$3.48M	–	71
2020 Q1	$3.48M	Buy	+63,798	New	+$3.87M	2.57%	8
2017 Q3	–	Sell	-946	Closed	-$52K	–	76
2017 Q2	$52K	Buy	+946	New	+$52.6K	0.04%	55
2015 Q3	–	Sell	-64,742	Closed	-$3.15M	–	54
2015 Q2	$1.61M	Buy	64,742 +64,424	+20,259%	+$3.15M	1.66%	16
2015 Q1	$15K	Sell	318 -109,714	-100%	-$5.39M	0.01%	41
2014 Q4	$5.33M	Buy	+110,032	New	+$5.21M	5.13%	6

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

Deane Retirement Strategies's XLP Position: Q3 2023 in Review

Deane Retirement Strategies sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 46,571 shares — an estimated $3.45M sold.

Deane Retirement Strategies first reported a position in XLP in Q4 2014 and held it in 10 quarters. The position peaked at $5.87M in Q1 2022. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Deane Retirement Strategies reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Deane Retirement Strategies sold 46,571 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $3.45M.
Deane Retirement Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 10 quarters.
Deane Retirement Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.87M in Q1 2022.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Deane Retirement Strategies's 13F filing for Q3 2023, filed 25 Oct 2023.