Intercontinental Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$491K	Buy	6,616 +66	+1%	+$4.95K	0.12%	190
2023 Q1	$489K	Hold	6,550	–	–	0.13%	194
2022 Q4	$488K	Hold	6,550	–	–	0.15%	161
2022 Q3	$437K	Buy	6,550 +100	+2%	+$7.33K	0.14%	172
2022 Q2	$466K	Sell	6,450 -48	-0.7%	-$3.6K	0.13%	171
2022 Q1	$493K	Sell	6,498 -369	-5%	-$27.8K	0.11%	181
2021 Q4	$530K	Buy	6,867 +270	+4%	+$19.6K	0.11%	175
2021 Q3	$454K	Buy	6,597 +597	+10%	+$42.6K	0.11%	182
2021 Q2	$420K	Hold	6,000	–	–	0.08%	194
2021 Q1	$410K	Hold	6,000	–	–	0.09%	182
2020 Q4	$405K	Hold	6,000	–	–	0.1%	165
2020 Q3	$385K	Hold	6,000	–	–	0.11%	136
2020 Q2	$352K	Sell	6,000 -650	-10%	-$37.9K	0.11%	130
2020 Q1	$362K	Buy	+6,650	New	+$404K	0.19%	102
2019 Q4	–	Sell	-7,147	Closed	-$439K	–	420
2019 Q3	$439K	Hold	7,147	–	–	0.27%	63
2019 Q2	$415K	Hold	7,147	–	–	0.21%	68
2019 Q1	$401K	Hold	7,147	–	–	0.2%	71
2018 Q4	$363K	Buy	7,147 +497	+7%	+$27K	0.2%	70
2018 Q3	$359K	Hold	6,650	–	–	0.18%	83
2018 Q2	$343K	Hold	6,650	–	–	0.19%	76
2018 Q1	$350K	Hold	6,650	–	–	0.2%	77
2017 Q4	$378K	Hold	6,650	–	–	0.21%	69
2017 Q3	$359K	Hold	6,650	–	–	0.22%	75
2017 Q2	$365K	Hold	6,650	–	–	0.23%	70
2017 Q1	$363K	Hold	6,650	–	–	0.22%	84
2016 Q4	$344K	Hold	6,650	–	–	0.22%	92
2016 Q3	$354K	Hold	6,650	–	–	0.25%	82
2016 Q2	$367K	Hold	6,650	–	–	0.27%	80
2016 Q1	$353K	Buy	+6,650	New	+$338K	0.27%	83

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

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

Barclays London, United Kingdom $521B AUM 51.41% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Intercontinental Wealth Advisors's XLP Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1% in Q2 2023, buying an estimated $4.95K and bringing the position to 6,616 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #190.

Intercontinental Wealth Advisors first reported a position in XLP in Q1 2016 and has held it in 29 quarters since. The position peaked at $530K in Q4 2021. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Intercontinental Wealth Advisors held 6,616 shares of State Street Consumer Staples Select Sector SPDR ETF worth $491K as of Q2 2023.
Intercontinental Wealth Advisors bought 66 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $4.95K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #190 holding.
Intercontinental Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and has held it in 29 quarters since.
Intercontinental Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $530K in Q4 2021.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.