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Gunn & Company Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-4,667
Closed -$357K – 145
2024
Q2 		$357K Buy
+4,667
New +$356K 0.02% 114
2024
Q1 		– Sell
-4,593
Closed -$331K – 133
2023
Q4 		$331K Buy
+4,593
New +$318K 0.02% 99

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gunn & Company Investment Management's XLP Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 4,667 shares — an estimated $357K sold.

Gunn & Company Investment Management first reported a position in XLP in Q4 2023 and held it in 2 quarters. The position peaked at $357K in Q2 2024. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 4,667 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $357K.
  • Gunn & Company Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $357K in Q2 2024.
  • 1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.