GYL Financial Synergies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

GYL Financial Synergies’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	$1.13M	Buy	13,560 +102	+0.8%	+$8.19K	0.08%	175
2024 Q2	$1.03M	Buy	13,458 +60	+0.4%	+$4.58K	0.08%	180
2024 Q1	$1.02M	Buy	13,398 +17	+0.1%	+$1.26K	0.08%	181
2023 Q4	$964K	Buy	13,381 +7	+0.1%	+$485	0.08%	183
2023 Q3	$920K	Buy	13,374 +111	+0.8%	+$8.12K	0.09%	180
2023 Q2	$984K	Sell	13,263 -2,031	-13%	-$152K	0.09%	182
2023 Q1	$1.14M	Buy	+15,294	New	+$1.12M	0.14%	116
2020 Q1	–	Sell	-4,467	Closed	-$281K	–	177
2019 Q4	$281K	Buy	+4,467	New	+$275K	0.12%	138

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GYL Financial Synergies's XLP Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.76% in Q3 2024, buying an estimated $8.19K and bringing the position to 13,560 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #175.

GYL Financial Synergies first reported a position in XLP in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2023. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

GYL Financial Synergies held 13,560 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.13M as of Q3 2024.
GYL Financial Synergies bought 102 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $8.19K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #175 holding.
GYL Financial Synergies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
GYL Financial Synergies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.14M in Q1 2023.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.