Financial Architects (New Jersey)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-1,600	Closed	-$92K	–	1205
2019 Q2	$92K	Sell	1,600 -1,000	-38%	-$57.3K	0.02%	395
2019 Q1	$145K	Buy	2,600 +2,000	+333%	+$107K	0.02%	374
2018 Q4	$30K	Buy	600 +200	+50%	+$10.9K	0.01%	696
2018 Q3	$22K	Buy	+400	New	+$21.5K	﹤0.01%	898

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Architects (New Jersey)'s XLP Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.5% in Q2 2023, buying an estimated $24.8K and bringing the position to 6,282 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #215.

Financial Architects (New Jersey) first reported a position in XLP in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.05M in Q1 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Financial Architects (New Jersey) held 6,282 shares of State Street Consumer Staples Select Sector SPDR ETF worth $466K as of Q2 2023.
Financial Architects (New Jersey) bought 330 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $24.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #215 holding.
Financial Architects (New Jersey) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.05M in Q1 2022.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.