First Heartland Consultants’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

First Heartland Consultants’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	–	Sell	-3,534	Closed	-$271	–	496
2024 Q2	$271	Buy	3,534 +4	+0.1%	+$305	0.02%	366
2024 Q1	$370K	Buy	3,530 +971	+38%	+$71.8K	0.04%	296
2023 Q4	$256K	Sell	2,559 -1,152	-31%	-$79.8K	0.03%	311
2023 Q3	$255K	Sell	3,711 -146	-4%	-$10.7K	0.03%	318
2023 Q2	$286K	Buy	3,857 +3	+0.1%	+$225	0.04%	298
2023 Q1	$288K	Buy	3,854 +36	+0.9%	+$2.63K	0.04%	281
2022 Q4	$285K	Buy	3,818 +39	+1%	+$2.84K	0.05%	289
2022 Q3	$252	Buy	3,779 +925	+32%	+$67.8K	0.02%	294
2022 Q2	$206K	Sell	2,854 -23,727	-89%	-$1.78M	0.03%	320
2022 Q1	$2.02M	Buy	+26,581	New	+$2M	0.31%	68
2013 Q3	–	Sell	-1,180	Closed	-$47K	–	386
2013 Q2	$47K	Buy	+1,180	New	+$48K	0.03%	271

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

First Heartland Consultants's XLP Position: Q3 2024 in Review

First Heartland Consultants sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 3,534 shares — an estimated $271 sold.

First Heartland Consultants first reported a position in XLP in Q2 2013 and held it in 11 quarters. The position peaked at $2.02M in Q1 2022. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

First Heartland Consultants reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 3,534 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $271.
First Heartland Consultants first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 11 quarters.
First Heartland Consultants's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.02M in Q1 2022.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.