Janiczek Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Janiczek Wealth 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
2024 Q2	$6.97K	Hold	91	–	–	﹤0.01%	702
2024 Q1	$6.95K	Hold	91	–	–	﹤0.01%	729
2023 Q4	$6.55K	Hold	91	–	–	﹤0.01%	718
2023 Q3	$6.26K	Hold	91	–	–	﹤0.01%	700
2023 Q2	$6.75K	Hold	91	–	–	﹤0.01%	626
2023 Q1	$6.84K	Sell	91 -49	-35%	-$3.58K	﹤0.01%	629
2022 Q4	$10.4K	Sell	140 -10	-7%	-$729	﹤0.01%	553
2022 Q3	$10K	Buy	150 +10	+7%	+$733	﹤0.01%	552
2022 Q2	$10K	Hold	140	–	–	﹤0.01%	583
2022 Q1	$11K	Sell	140 -2,618	-95%	-$197K	﹤0.01%	562
2021 Q4	$213K	Sell	2,758 -71,059	-96%	-$5.15M	0.06%	95
2021 Q3	$5.08M	Sell	73,817 -677	-0.9%	-$48.3K	1.8%	10
2021 Q2	$5.21M	Buy	74,494 +2,920	+4%	+$204K	1.89%	10
2021 Q1	$4.89M	Buy	71,574 +938	+1%	+$61.7K	1.95%	10
2020 Q4	$4.76M	Sell	70,636 -939	-1%	-$62.1K	2.31%	9
2020 Q3	$4.59M	Sell	71,575 -1,907	-3%	-$120K	2.47%	9
2020 Q2	$4.31M	Sell	73,482 -146,474	-67%	-$8.55M	2.42%	9
2020 Q1	$12M	Sell	219,956 -11,060	-5%	-$671K	6.75%	6
2019 Q4	$14.5M	Buy	231,016 +3,782	+2%	+$233K	6.54%	6
2019 Q3	$14M	Buy	227,234 +7,462	+3%	+$449K	6.34%	6
2019 Q2	$12.8M	Buy	219,772 +32,645	+17%	+$1.87M	5.97%	6
2019 Q1	$10.5M	Buy	+187,127	New	+$10M	4.96%	8

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Janiczek Wealth Management's XLP Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2024 at 91 shares worth $6.97K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Janiczek Wealth Management first reported a position in XLP in Q1 2019 and has held it in 22 quarters since. The position peaked at $14.5M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Janiczek Wealth Management held 91 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.97K as of Q2 2024.
Janiczek Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #702 holding.
Janiczek Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 22 quarters since.
Janiczek Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.5M in Q4 2019.
1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.