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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return