Family Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Family Asset 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 Q3	$996	Hold	12	–	–	﹤0.01%	198
2024 Q2	$919	Sell	12 -1	-8%	-$76	﹤0.01%	199
2024 Q1	$993	Hold	13	–	–	﹤0.01%	180
2023 Q4	$936	Sell	13 -46	-78%	-$3.19K	﹤0.01%	179
2023 Q3	$4.06K	Hold	59	–	–	﹤0.01%	164
2023 Q2	$4.38K	Hold	59	–	–	﹤0.01%	174
2023 Q1	$4.41K	Hold	59	–	–	﹤0.01%	163
2022 Q4	$4.4K	Buy	+59	New	+$4.3K	﹤0.01%	143

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

Family Asset Management's XLP Position: Q3 2024 in Review

Family Asset Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2024 at 12 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Family Asset Management first reported a position in XLP in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.41K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

Family Asset Management held 12 shares of State Street Consumer Staples Select Sector SPDR ETF worth $996 as of Q3 2024.
Family Asset Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #198 holding.
Family Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.41K in Q1 2023.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.