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

Freedman Financial Associates’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 Q2	–	Sell	-161	Closed	-$12K	–	446
2022 Q1	$12K	Hold	161	–	–	0.01%	348
2021 Q4	$12K	Hold	161	–	–	0.01%	332
2021 Q3	$11K	Hold	161	–	–	0.01%	343
2021 Q2	$11K	Hold	161	–	–	0.01%	340
2021 Q1	$11K	Hold	161	–	–	0.01%	350
2020 Q4	$11K	Buy	+161	New	+$10.6K	0.01%	347

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

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

NAM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Freedman Financial Associates's XLP Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 161 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in XLP in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Freedman Financial Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 161 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $12K.
Freedman Financial Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12K in Q1 2022.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.