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

KerberRose 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
2022 Q2	$316K	Buy	+4,372	New	+$328K	0.26%	77

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NAM

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

KerberRose Wealth Management's XLP Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022: 4,372 shares worth $316K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings.

1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

KerberRose Wealth Management held 4,372 shares of State Street Consumer Staples Select Sector SPDR ETF worth $316K as of Q2 2022.
State Street Consumer Staples Select Sector SPDR ETF was a new KerberRose Wealth Management position in Q2 2022.
State Street Consumer Staples Select Sector SPDR ETF made up 0.26% of KerberRose Wealth Management's portfolio in Q2 2022, its #77 holding.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.