Horan Securities’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-292	Closed	-$21.7K	–	688
2023 Q2	$21.7K	Sell	292 -15	-5%	-$1.13K	0.01%	308
2023 Q1	$22.9K	Buy	307 +1	+0.3%	+$73	0.01%	287
2022 Q4	$22.8K	Buy	306 +2	+0.7%	+$146	0.01%	278
2022 Q3	$20K	Sell	304 -318	-51%	-$23.3K	0.01%	271
2022 Q2	$45K	Buy	622 +168	+37%	+$12.6K	0.03%	179
2022 Q1	$34K	Buy	454 +327	+257%	+$24.6K	0.02%	210
2021 Q4	$10K	Buy	+127	New	+$9.21K	0.01%	333
2021 Q2	$9K	Buy	126 +1	+0.8%	+$70	0.01%	322
2021 Q1	$9K	Hold	125	–	–	0.01%	292
2020 Q4	$8K	Sell	125 -765	-86%	-$50.6K	0.01%	285
2020 Q3	$57K	Buy	+890	New	+$56.2K	0.06%	94

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Horan Securities's XLP Position: Q3 2023 in Review

Horan Securities sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 292 shares — an estimated $21.7K sold.

Horan Securities first reported a position in XLP in Q3 2020 and held it in 11 quarters. The position peaked at $57K in Q3 2020. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Horan Securities reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 292 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $21.7K.
Horan Securities first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's State Street Consumer Staples Select Sector SPDR ETF position peaked at $57K in Q3 2020.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.