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

Granite Bay 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
2024 Q1	–	Sell	-8,360,960	Closed	-$579M	–	297
2023 Q4	$579M	Sell	8,360,960 -558,733	-6%	-$38.7M	5.18%	5
2023 Q3	$653M	Buy	8,919,693 +8,795,016	+7,054%	+$644M	6.41%	3
2023 Q2	$9.25M	Buy	124,677 +61,387	+97%	+$4.61M	8.61%	4
2023 Q1	$4.73M	Buy	63,290 +11,815	+23%	+$864K	3.3%	7
2022 Q4	$3.84M	Buy	+51,475	New	+$3.75M	2.5%	9

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Granite Bay Wealth Management's XLP Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 8,360,960 shares — an estimated $579M sold.

Granite Bay Wealth Management first reported a position in XLP in Q4 2022 and held it in 5 quarters. The position peaked at $653M in Q3 2023. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Granite Bay Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 8,360,960 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $579M.
Granite Bay Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Granite Bay Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $653M in Q3 2023.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.