FinTrust Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

FinTrust Capital Advisors’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	$138K	Hold	1,659	–	–	0.02%	372
2024 Q2	$127K	Buy	1,659 +88	+6%	+$6.71K	0.02%	365
2024 Q1	$120K	Buy	1,571 +128	+9%	+$9.47K	0.02%	357
2023 Q4	$104K	Buy	1,443 +45	+3%	+$3.12K	0.02%	360
2023 Q3	$96.2K	Sell	1,398 -18	-1%	-$1.32K	0.02%	353
2023 Q2	$106K	Hold	1,416	–	–	0.03%	339
2023 Q1	$106K	Hold	1,416	–	–	0.03%	337
2022 Q4	$106K	Sell	1,416 -43	-3%	-$3.13K	0.03%	337
2022 Q3	$101K	Buy	1,459 +43	+3%	+$3.15K	0.03%	373
2022 Q2	$104K	Buy	1,416 +130	+10%	+$9.76K	0.03%	386
2022 Q1	$98K	Hold	1,286	–	–	0.02%	433
2021 Q4	$99K	Hold	1,286	–	–	0.02%	425
2021 Q3	$89K	Hold	1,286	–	–	0.02%	449
2021 Q2	$90K	Buy	1,286 +32	+3%	+$2.24K	0.02%	449
2021 Q1	$86K	Hold	1,254	–	–	0.02%	449
2020 Q4	$85K	Hold	1,254	–	–	0.03%	411
2020 Q3	$80K	Hold	1,254	–	–	0.02%	404
2020 Q2	$74K	Hold	1,254	–	–	0.03%	406
2020 Q1	$68K	Buy	+1,254	New	+$76.1K	0.03%	371

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJA

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

FinTrust Capital Advisors's XLP Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2024 at 1,659 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #372.

FinTrust Capital Advisors first reported a position in XLP in Q1 2020 and has held it in 19 quarters since. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

FinTrust Capital Advisors held 1,659 shares of State Street Consumer Staples Select Sector SPDR ETF worth $138K as of Q3 2024.
FinTrust Capital Advisors 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 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #372 holding.
FinTrust Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.