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

FourThought Financial’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
2022 Q3	$24K	Hold	366	–	–	﹤0.01%	828
2022 Q2	$26K	Hold	366	–	–	﹤0.01%	806
2022 Q1	$28K	Hold	366	–	–	﹤0.01%	826
2021 Q4	$28K	Hold	366	–	–	﹤0.01%	845
2021 Q3	$25K	Hold	366	–	–	﹤0.01%	903
2021 Q2	$25K	Hold	366	–	–	﹤0.01%	902
2021 Q1	$25K	Hold	366	–	–	﹤0.01%	852
2020 Q4	$24K	Buy	+366	New	+$24.2K	﹤0.01%	839

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

NAM

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FourThought Financial's XLP Position: Q3 2022 in Review

FourThought Financial held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2022 at 366 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

FourThought Financial first reported a position in XLP in Q4 2020 and has held it in 8 quarters since. The position peaked at $28K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

FourThought Financial held 366 shares of State Street Consumer Staples Select Sector SPDR ETF worth $24K as of Q3 2022.
FourThought Financial left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #828 holding.
FourThought Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $28K in Q1 2022.
1,035 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.