Executive Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Executive Wealth Management’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 Q4	$347K	Sell	4,417 -141	-3%	-$11.4K	0.03%	200
2024 Q3	$378K	Sell	4,558 -394	-8%	-$31.6K	0.03%	197
2024 Q2	$379K	Sell	4,952 -542	-10%	-$41.3K	0.07%	90
2024 Q1	$416K	Sell	5,494 -5,217	-49%	-$386K	0.04%	165
2023 Q4	$772K	Sell	10,711 -2,982	-22%	-$207K	0.07%	127
2023 Q3	$942K	Sell	13,693 -682	-5%	-$49.9K	0.1%	124
2023 Q2	$1.07M	Sell	14,375 -726	-5%	-$54.5K	0.11%	120
2023 Q1	$1.13M	Sell	15,101 -909	-6%	-$66.5K	0.13%	112
2022 Q4	$1.19M	Buy	16,010 +15,628	+4,091%	+$1.14M	0.15%	106
2022 Q3	$382	Sell	382 -5,342	-93%	-$391K	0.05%	131
2022 Q2	$413K	Sell	5,724 -254	-4%	-$19.1K	0.06%	130
2022 Q1	$453K	Sell	5,978 -1,604	-21%	-$121K	0.05%	137
2021 Q4	$584K	Sell	7,582 -458	-6%	-$33.2K	0.06%	131
2021 Q3	$553K	Sell	8,040 -1,135	-12%	-$80.9K	0.06%	129
2021 Q2	$641K	Buy	9,175 +333	+4%	+$23.3K	0.07%	130
2021 Q1	$603K	Sell	8,842 -227,800	-96%	-$15M	0.07%	128
2020 Q4	$16M	Sell	236,642 -3,311	-1%	-$219K	1.96%	14
2020 Q3	$15.4M	Sell	239,953 -29,063	-11%	-$1.84M	2.13%	13
2020 Q2	$15.8M	Buy	+269,016	New	+$15.7M	2.37%	11
2019 Q3	–	Sell	-353	Closed	-$20K	–	826
2019 Q2	$20K	Hold	353	–	–	﹤0.01%	476
2019 Q1	$20K	Hold	353	–	–	﹤0.01%	427
2018 Q4	$18K	Buy	+353	New	+$19.2K	﹤0.01%	448

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Executive Wealth Management's XLP Position: Q4 2024 in Review

Executive Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.1% in Q4 2024, selling an estimated $11.4K and leaving 4,417 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #200.

Executive Wealth Management first reported a position in XLP in Q4 2018 and has held it in 22 quarters since. The position peaked at $16M in Q4 2020. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Executive Wealth Management held 4,417 shares of State Street Consumer Staples Select Sector SPDR ETF worth $347K as of Q4 2024.
Executive Wealth Management sold 141 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $11.4K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #200 holding.
Executive Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 22 quarters since.
Executive Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16M in Q4 2020.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.