KTM
XLP icon

Keeler Thomas Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Keeler Thomas 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 		– Sell
-5,081
Closed -$366K – 70
2023
Q4 		$366K Sell
5,081
-2,456
-33% -$170K 0.14% 62
2023
Q3 		$521K Buy
7,537
+79
+1% +$5.78K 0.19% 62
2023
Q2 		$539K Buy
7,458
+893
+14% +$67K 0.22% 56
2023
Q1 		$490K Buy
+6,565
New +$480K 0.23% 56
2020
Q2 		– Sell
-7,110
Closed -$387K – 66
2020
Q1 		$387K Buy
7,110
+5,296
+292% +$321K 0.45% 48
2019
Q4 		$471K Sell
1,814
-6,531
-78% -$402K 0.34% 52
2019
Q3 		$512K Sell
8,345
-9,096
-52% -$547K 0.39% 51
2019
Q2 		$1.22M Buy
+17,441
New +$999K 0.97% 33

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return