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DI
Disciplined Investments’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Disciplined Investments’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-148
Closed
-$11.1K
–
1732
2023
Q1
$11.1K
Hold
148
–
–
﹤0.01%
341
2022
Q4
$11K
Hold
148
–
–
0.01%
314
2022
Q3
$10K
Hold
148
–
–
﹤0.01%
363
2022
Q2
$11K
Sell
148
-33
-18%
-$2.48K
0.01%
372
2022
Q1
$14K
Hold
181
–
–
0.01%
363
2021
Q4
$14K
Sell
181
-240
-57%
-$17.4K
0.01%
337
2021
Q3
$29K
Hold
421
–
–
0.01%
243
2021
Q2
$29K
Hold
421
–
–
0.01%
235
2021
Q1
$29K
Hold
421
–
–
0.02%
209
2020
Q4
$28K
Hold
421
–
–
0.02%
184
2020
Q3
$27K
Sell
421
-34
-7%
-$2.15K
0.02%
202
2020
Q2
$27K
Hold
455
–
–
0.02%
204
2020
Q1
$25K
Hold
455
–
–
0.02%
202
2019
Q4
$29K
Buy
+455
New
+$28K
0.02%
208
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
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
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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