GM Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

GM Advisory Group’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 Q4	–	Sell	-192,966	Closed	-$16M	–	272
2024 Q3	$16M	Buy	192,966 +13,611	+8%	+$1.09M	0.96%	26
2024 Q2	$13.7M	Buy	179,355 +21,959	+14%	+$1.68M	0.89%	28
2024 Q1	$12M	Buy	+157,396	New	+$11.6M	0.84%	26
2020 Q1	–	Sell	-311,111	Closed	-$19.6M	–	147
2019 Q4	$19.6M	Sell	311,111 -54,470	-15%	-$3.36M	6.07%	4
2019 Q3	$22.5M	Buy	365,581 +10,352	+3%	+$622K	6.98%	4
2019 Q2	$20.6M	Buy	355,229 +10,615	+3%	+$608K	6.48%	3
2019 Q1	$19.3M	Buy	344,614 +14,841	+5%	+$794K	6.35%	3
2018 Q4	$16.7M	Buy	+329,773	New	+$17.9M	6.23%	3

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GM Advisory Group's XLP Position: Q4 2024 in Review

GM Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 192,966 shares — an estimated $16M sold.

GM Advisory Group first reported a position in XLP in Q4 2018 and held it in 8 quarters. The position peaked at $22.5M in Q3 2019. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

GM Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
GM Advisory Group sold 192,966 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $16M.
GM Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 8 quarters.
GM Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $22.5M in Q3 2019.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on GM Advisory Group's 13F filing for Q4 2024, filed 11 Feb 2025.