Heritage Wealth Management (Arizona)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$572K	Buy	7,676 +6,805	+781%	+$496K	0.08%	183
2022 Q3	$58K	Buy	871 +198	+29%	+$14.5K	0.02%	384
2022 Q2	$48.6K	Buy	673 +4	+0.6%	+$300	0.02%	422
2022 Q1	$51K	Buy	+669	New	+$50.4K	0.01%	472
2021 Q3	$46K	Sell	662 -126	-16%	-$8.98K	0.02%	454
2021 Q2	$55K	Buy	+788	New	+$55.2K	0.02%	443

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XLP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 781% in Q4 2022, buying an estimated $496K and bringing the position to 7,676 shares worth $572K. The position accounts for 0.08% of the portfolio, ranked #183.

Heritage Wealth Management (Arizona) first reported a position in XLP in Q2 2021 and has held it in 6 quarters since. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Heritage Wealth Management (Arizona) held 7,676 shares of State Street Consumer Staples Select Sector SPDR ETF worth $572K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,805 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $496K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #183 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.