Elwood & Goetz Wealth Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
2024 Q3	–	Sell	-3,153	Closed	-$241K	–	108
2024 Q2	$241K	Sell	3,153 -17,116	-84%	-$1.31M	0.07%	70
2024 Q1	$1.55M	Sell	20,269 -36,054	-64%	-$2.67M	0.38%	30
2023 Q4	$4.06M	Sell	56,323 -8,540	-13%	-$592K	0.86%	21
2023 Q3	$4.46M	Buy	64,863 +596	+0.9%	+$43.6K	1.04%	19
2023 Q2	$4.77M	Sell	64,267 -948	-1%	-$71.1K	1.09%	18
2023 Q1	$4.87M	Buy	65,215 +2,919	+5%	+$214K	1.16%	18
2022 Q4	$4.64M	Sell	62,296 -16,895	-21%	-$1.23M	1.42%	18
2022 Q3	$5.28M	Buy	79,191 +387	+0.5%	+$28.4K	1.78%	15
2022 Q2	$5.69M	Buy	78,804 +71,922	+1,045%	+$5.4M	1.9%	16
2022 Q1	$522K	Buy	6,882 +313	+5%	+$23.6K	0.16%	39
2021 Q4	$507K	Buy	6,569 +1,249	+23%	+$90.5K	0.16%	39
2021 Q3	$366K	Buy	+5,320	New	+$379K	0.13%	39

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

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

Elwood & Goetz Wealth Advisory Group's XLP Position: Q3 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 3,153 shares — an estimated $241K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in XLP in Q3 2021 and held it in 12 quarters. The position peaked at $5.69M in Q2 2022. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

Elwood & Goetz Wealth Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 3,153 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $241K.
Elwood & Goetz Wealth Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
Elwood & Goetz Wealth Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.69M in Q2 2022.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.