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IPG Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

IPG Investment 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
Q4 		– Sell
-5,705
Closed -$393K – 216
2023
Q3 		$393K Buy
5,705
+1,910
+50% +$140K 0.09% 116
2023
Q2 		$281K Sell
3,795
-26,220
-87% -$1.97M 0.06% 134
2023
Q1 		$2.24M Buy
30,015
+15,700
+110% +$1.15M 0.51% 38
2022
Q4 		$1.07M Buy
+14,315
New +$1.04M 0.3% 52
2018
Q4 		– Sell
-5,298
Closed -$286K – 183
2018
Q3 		$286K Hold
5,298
– – 0.09% 130
2018
Q2 		$273K Hold
5,298
– – 0.1% 121
2018
Q1 		$279K Hold
5,298
– – 0.09% 115
2017
Q4 		$301K Hold
5,298
– – 0.13% 99
2017
Q3 		$286K Buy
+5,298
New +$291K 0.1% 102
2015
Q2 		– Sell
-4,200
Closed -$205K – 142
2015
Q1 		$205K Buy
+4,200
New +$206K 0.08% 114

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return