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Householder Group Estate & Retirement Specialist’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$11K Sell
150
-713
-83% -$57.9K 0.01% 360
2024
Q3 		$71K Sell
863
-125
-13% -$10K 0.02% 426
2024
Q2 		$75K Sell
988
-121
-11% -$9.23K 0.02% 403
2024
Q1 		$84.7K Sell
1,109
-25
-2% -$1.85K 0.03% 374
2023
Q4 		$81K Buy
1,134
+5
+0.4% +$346 0.03% 371
2023
Q3 		$77.7K Buy
+1,129
New +$82.6K 0.03% 365
2023
Q1 		$84K Buy
+1,120
New +$81.9K 0.03% 343
2022
Q4 		– Sell
-1,112
Closed -$74K – 1185
2022
Q3 		$74K Sell
1,112
-2,109
-65% -$155K 0.03% 321
2022
Q2 		$233K Buy
+3,221
New +$242K 0.1% 177

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 83% in Q4 2024, selling an estimated $57.9K and leaving 150 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #360.

Householder Group Estate & Retirement Specialist first reported a position in XLP in Q2 2022 and has held it in 9 quarters since. The position peaked at $233K in Q2 2022. 1,196 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 150 shares of State Street Consumer Staples Select Sector SPDR ETF worth $11K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 713 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $57.9K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #360 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street Consumer Staples Select Sector SPDR ETF position peaked at $233K in Q2 2022.
  • 1,196 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.