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

Halpern Financial’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 		$7.71K Buy
+94
New +$7.55K ﹤0.01% 170
2021
Q1 		– Sell
-89
Closed -$6K – 282
2020
Q4 		$6K Hold
89
– – ﹤0.01% 154
2020
Q3 		$5.71K Buy
+89
New +$5.62K ﹤0.01% 148

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 $374B AUM 17.66% 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

Halpern Financial's XLP Position: Q3 2024 in Review

Halpern Financial opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024: 94 shares worth $7.71K. The stake represents ﹤0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Halpern Financial previously reported a position in XLP as recently as Q4 2020.

Halpern Financial first reported a position in XLP in Q3 2020 and has held it in 3 quarters since. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

  • Halpern Financial held 94 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.71K as of Q3 2024.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Halpern Financial position in Q3 2024.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #170 holding.
  • Halpern Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 3 quarters since.
  • 1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.