Fernwood Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fernwood Investment 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	–	Sell	-2,421	Closed	-$201K	–	198
2024 Q3	$201K	Buy	+2,421	New	+$194K	0.07%	183
2024 Q2	–	Sell	-2,421	Closed	-$185K	–	697
2024 Q1	$185K	Buy	+2,421	New	+$179K	0.05%	204
2022 Q2	–	Sell	-2,721	Closed	-$206K	–	201
2022 Q1	$206K	Hold	2,721	–	–	0.07%	189
2021 Q4	$210K	Buy	+2,721	New	+$197K	0.07%	198
2014 Q1	–	Sell	-14,103	Closed	-$606K	–	133
2013 Q4	$606K	Buy	+14,103	New	+$595K	0.4%	68

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

Fernwood Investment Management's XLP Position: Q4 2024 in Review

Fernwood Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 2,421 shares — an estimated $201K sold.

Fernwood Investment Management first reported a position in XLP in Q4 2013 and held it in 5 quarters. The position peaked at $606K in Q4 2013. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Fernwood Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Fernwood Investment Management sold 2,421 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $201K.
Fernwood Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
Fernwood Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $606K in Q4 2013.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

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