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

Forza 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
2023 Q4	–	Sell	-3,000	Closed	-$206K	–	188
2023 Q3	$206K	Hold	3,000	–	–	0.11%	174
2023 Q2	$223K	Hold	3,000	–	–	0.11%	170
2023 Q1	$224K	Buy	+3,000	New	+$219K	0.12%	166

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

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

NAM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Forza Wealth Management's XLP Position: Q4 2023 in Review

Forza Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 3,000 shares — an estimated $206K sold.

Forza Wealth Management first reported a position in XLP in Q1 2023 and held it in 3 quarters. The position peaked at $224K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Forza Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Forza Wealth Management sold 3,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $206K.
Forza Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
Forza Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $224K in Q1 2023.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.