Graves Light Lenhart Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-200	Closed	-$14K	–	617
2022 Q2	$14K	Hold	200	–	–	﹤0.01%	455
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	502
2021 Q4	$15K	Hold	200	–	–	﹤0.01%	566
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	537
2021 Q2	$14K	Hold	200	–	–	﹤0.01%	535
2021 Q1	$14K	Buy	+200	New	+$13.2K	﹤0.01%	541

Other funds holding XLP

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

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

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

NAM

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Graves Light Lenhart Wealth's XLP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 200 shares — an estimated $14K sold.

Graves Light Lenhart Wealth first reported a position in XLP in Q1 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 200 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $14K.
Graves Light Lenhart Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
Graves Light Lenhart Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $15K 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 Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.