Focused Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Focused Wealth 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 Q1	–	Sell	-5	Closed	-$360	–	993
2023 Q4	$360	Hold	5	–	–	﹤0.01%	933
2023 Q3	$344	Hold	5	–	–	﹤0.01%	942
2023 Q2	$371	Hold	5	–	–	﹤0.01%	973
2023 Q1	$374	Buy	+5	New	+$366	﹤0.01%	958
2022 Q4	–	Sell	-14	Closed	-$1K	–	1183
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	917
2022 Q2	$1K	Buy	+14	New	+$1.05K	﹤0.01%	891

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Focused Wealth Management's XLP Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 5 shares — an estimated $360 sold.

Focused Wealth Management first reported a position in XLP in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Focused Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 5 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $360.
Focused Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 6 quarters.
Focused Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1K in Q3 2022.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.