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XLP icon

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

HoyleCohen’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
Q2 		$1.14M Buy
14,917
+204
+1% +$15.6K 0.09% 134
2024
Q1 		$1.12M Buy
14,713
+254
+2% +$18.8K 0.09% 140
2023
Q4 		$1.04M Buy
14,459
+1,184
+9% +$82K 0.09% 142
2023
Q3 		$913K Buy
13,275
+1,114
+9% +$81.5K 0.08% 143
2023
Q2 		$902K Buy
12,161
+124
+1% +$9.31K 0.08% 144
2023
Q1 		$899K Buy
12,037
+205
+2% +$15K 0.08% 141
2022
Q4 		$882K Buy
11,832
+3,589
+44% +$262K 0.09% 147
2022
Q3 		$550K Buy
8,243
+224
+3% +$16.4K 0.06% 164
2022
Q2 		$579K Sell
8,019
-816
-9% -$61.3K 0.06% 172
2022
Q1 		$670K Buy
8,835
+332
+4% +$25K 0.06% 170
2021
Q4 		$656K Buy
8,503
+200
+2% +$14.5K 0.05% 177
2021
Q3 		$572K Buy
8,303
+487
+6% +$34.7K 0.05% 175
2021
Q2 		$547 Buy
7,816
+127
+2% +$8.89K 0.04% 175
2021
Q1 		$525K Hold
7,689
– – 0.05% 171
2020
Q4 		$519K Buy
7,689
+2,657
+53% +$176K 0.06% 159
2020
Q3 		$323K Hold
5,032
– – 0.05% 169
2020
Q2 		$295K Sell
5,032
-263
-5% -$15.3K 0.05% 155
2020
Q1 		$288K Sell
5,295
-399
-7% -$24.2K 0.06% 154
2019
Q4 		$359K Sell
5,694
-218
-4% -$13.4K 0.06% 158
2019
Q3 		$363K Buy
5,912
+256
+5% +$15.4K 0.06% 156
2019
Q2 		$328K Buy
+5,656
New +$324K 0.06% 159

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HoyleCohen's XLP Position: Q2 2024 in Review

HoyleCohen increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q2 2024, buying an estimated $15.6K and bringing the position to 14,917 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #134.

HoyleCohen first reported a position in XLP in Q2 2019 and has held it in 21 quarters since. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

  • HoyleCohen held 14,917 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.14M as of Q2 2024.
  • HoyleCohen bought 204 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $15.6K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of HoyleCohen's portfolio in Q2 2024, its #134 holding.
  • HoyleCohen first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 21 quarters since.
  • 1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.