Laffer Tengler Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-1,788	Closed	-$133K	–	401
2023 Q2	$133K	Hold	1,788	–	–	0.04%	232
2023 Q1	$134K	Buy	+1,788	New	+$131K	0.04%	240
2016 Q4	–	Sell	-928	Closed	-$49.4K	–	297
2016 Q3	$49.4K	Hold	928	–	–	0.01%	206
2016 Q2	$51.2K	Buy	928 +212	+30%	+$11.3K	0.01%	203
2016 Q1	$38K	Buy	+716	New	+$36.4K	0.01%	211
2015 Q4	–	Hold	0	–	–	–	208
2015 Q3	–	Sell	-716	Closed	-$34.8K	–	214
2015 Q2	$34.1K	Buy	716 +250	+54%	+$12.2K	0.01%	214
2015 Q1	$22.7K	Buy	+466	New	+$22.9K	﹤0.01%	200
2014 Q4	–	Sell	-1,322	Closed	-$62.6K	–	196
2014 Q3	$59.6K	Hold	1,322	–	–	0.01%	198
2014 Q2	$59K	Hold	1,322	–	–	0.01%	198
2014 Q1	$56.9K	Hold	1,322	–	–	0.01%	209
2013 Q4	$56.8K	Buy	+1,322	New	+$55.8K	0.01%	192
2013 Q3	–	Sell	-1,322	Closed	-$53.9K	–	190
2013 Q2	$52.4K	Buy	+1,322	New	+$53.8K	0.01%	170

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

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

Laffer Tengler Investments's XLP Position: Q3 2023 in Review

Laffer Tengler Investments sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 1,788 shares — an estimated $133K sold.

Laffer Tengler Investments first reported a position in XLP in Q2 2013 and held it in 12 quarters. The position peaked at $134K in Q1 2023. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Laffer Tengler Investments reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 1,788 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $133K.
Laffer Tengler Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 12 quarters.
Laffer Tengler Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $134K in Q1 2023.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.