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

Global Wealth Management Investment Advisory’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	-840	Closed	-$60.5K	–	452
2023 Q4	$60.5K	Sell	840 -100	-11%	-$6.93K	0.02%	185
2023 Q3	$64.7K	Hold	940	–	–	0.02%	179
2023 Q2	$69.7K	Buy	+940	New	+$70.5K	0.02%	178
2022 Q3	–	Sell	-990	Closed	-$71K	–	492
2022 Q2	$71K	Buy	990 +100	+11%	+$7.51K	0.02%	163
2022 Q1	$68K	Hold	890	–	–	0.02%	175
2021 Q4	$69K	Hold	890	–	–	0.02%	175
2021 Q3	$61K	Buy	890 +50	+6%	+$3.56K	0.02%	192
2021 Q2	$59K	Hold	840	–	–	0.02%	191
2021 Q1	$57K	Sell	840 -13	-2%	-$855	0.02%	189
2020 Q4	$58K	Hold	853	–	–	0.02%	178
2020 Q3	$55K	Sell	853 -114	-12%	-$7.2K	0.02%	173
2020 Q2	$57K	Sell	967 -170	-15%	-$9.92K	0.02%	179
2020 Q1	$62K	Buy	1,137 +58	+5%	+$3.52K	0.03%	161
2019 Q4	$68K	Buy	1,079 +14	+1%	+$862	0.03%	160
2019 Q3	$65K	Sell	1,065 -185	-15%	-$11.1K	0.03%	153
2019 Q2	$73K	Sell	1,250 -931	-43%	-$53.3K	0.04%	154
2019 Q1	$122K	Sell	2,181 -6,452	-75%	-$345K	0.06%	140
2018 Q4	$438K	Buy	+8,633	New	+$468K	0.25%	89

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Wealth Management Investment Advisory's XLP Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 840 shares — an estimated $60.5K sold.

Global Wealth Management Investment Advisory first reported a position in XLP in Q4 2018 and held it in 18 quarters. The position peaked at $438K in Q4 2018. 1,090 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 840 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $60.5K.
Global Wealth Management Investment Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $438K in Q4 2018.
1,090 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.