Institutional & Family Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Institutional & Family Asset Management’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	-7	Closed	-$519	–	774
2023 Q2	$519	Buy	+7	New	+$525	﹤0.01%	680
2021 Q4	–	Sell	-643	Closed	-$44K	–	947
2021 Q3	$44K	Sell	643 -698	-52%	-$49.8K	0.01%	350
2021 Q2	$94K	Buy	1,341 +370	+38%	+$25.9K	0.02%	252
2021 Q1	$66K	Buy	971 +840	+641%	+$55.2K	0.01%	320
2020 Q4	$9K	Hold	131	–	–	﹤0.01%	560
2020 Q3	$8K	Hold	131	–	–	﹤0.01%	530
2020 Q2	$8K	Sell	131 -373	-74%	-$21.8K	﹤0.01%	523
2020 Q1	$27K	Sell	504 -121	-19%	-$7.34K	0.01%	331
2019 Q4	$39K	Hold	625	–	–	0.01%	342
2019 Q3	$38K	Hold	625	–	–	0.01%	320
2019 Q2	$36K	Hold	625	–	–	0.01%	350
2019 Q1	$35K	Buy	+625	New	+$33.4K	0.01%	364

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Institutional & Family Asset Management's XLP Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 7 shares — an estimated $519 sold.

Institutional & Family Asset Management first reported a position in XLP in Q1 2019 and held it in 12 quarters. The position peaked at $94K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 7 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $519.
Institutional & Family Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 12 quarters.
Institutional & Family Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $94K in Q2 2021.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.