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Koesten Hirschmann & Crabtree’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Koesten Hirschmann & Crabtree’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
-100
Closed -$6.88K – 203
2023
Q3 		$6.88K Buy
+100
New +$7.32K 0.01% 122

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 $871B 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 $1.56T 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

Koesten Hirschmann & Crabtree's XLP Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 100 shares — an estimated $6.88K sold.

Koesten Hirschmann & Crabtree first reported a position in XLP in Q3 2023 and held it in 1 quarter. The position peaked at $6.88K in Q3 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $6.88K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.88K in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.