Financial Services Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Financial Services Advisory’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
2023 Q3	–	Sell	-10,062	Closed	-$746K	–	58
2023 Q2	$746K	Buy	+10,062	New	+$755K	0.31%	34

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

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

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

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Financial Services Advisory's XLP Position: Q3 2023 in Review

Financial Services Advisory sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 10,062 shares — an estimated $746K sold.

Financial Services Advisory first reported a position in XLP in Q2 2023 and held it in 1 quarter. The position peaked at $746K in Q2 2023. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Financial Services Advisory reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Financial Services Advisory sold 10,062 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $746K.
Financial Services Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
Financial Services Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $746K in Q2 2023.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Financial Services Advisory's 13F filing for Q3 2023, filed 17 Oct 2023.