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

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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Disciplined Investments's XLP Position: Q2 2023 in Review

Disciplined Investments sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 148 shares — an estimated $11.1K sold.

Disciplined Investments first reported a position in XLP in Q4 2019 and held it in 14 quarters. The position peaked at $29K in Q3 2021. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Disciplined Investments reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 148 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $11.1K.
Disciplined Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
Disciplined Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $29K in Q3 2021.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.