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Everett Harris & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Everett Harris & Co’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
Q1 		– Sell
-2,955
Closed -$213K – 279
2023
Q4 		$213K Buy
+2,955
New +$205K ﹤0.01% 250

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Everett Harris & Co's XLP Position: Q1 2024 in Review

Everett Harris & Co sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 2,955 shares — an estimated $213K sold.

Everett Harris & Co first reported a position in XLP in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

  • Everett Harris & Co reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Everett Harris & Co sold 2,955 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $213K.
  • Everett Harris & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Everett Harris & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $213K in Q4 2023.
  • 1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Everett Harris & Co's 13F filing for Q1 2024, filed 19 Apr 2024.