HWMA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return