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

Keating 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 Q1	$328K	Hold	4,295	–	–	0.2%	35
2023 Q4	$309K	Buy	+4,295	New	+$298K	0.21%	34

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Keating Wealth Management's XLP Position: Q1 2024 in Review

Keating Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2024 at 4,295 shares worth $328K. The position accounts for 0.2% of the portfolio, ranked #35.

Keating Wealth Management first reported a position in XLP in Q4 2023 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Keating Wealth Management held 4,295 shares of State Street Consumer Staples Select Sector SPDR ETF worth $328K as of Q1 2024.
Keating Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2024.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of Keating Wealth Management's portfolio in Q1 2024, its #35 holding.
Keating Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.