Latitude Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Latitude Advisors’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 Q4	–	Sell	-24,741	Closed	-$2.05M	–	203
2024 Q3	$2.05M	Buy	+24,741	New	+$1.99M	1.16%	18
2023 Q2	–	Sell	-2,878	Closed	-$215K	–	197
2023 Q1	$215K	Sell	2,878 -445	-13%	-$32.6K	0.16%	153
2022 Q4	$248K	Sell	3,323 -1,295	-28%	-$94.4K	0.19%	128
2022 Q3	$308K	Buy	4,618 +105	+2%	+$7.69K	0.25%	95
2022 Q2	$331K	Buy	4,513 +43	+1%	+$3.23K	0.3%	91
2022 Q1	$339K	Buy	+4,470	New	+$337K	0.08%	240

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Latitude Advisors's XLP Position: Q4 2024 in Review

Latitude Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 24,741 shares — an estimated $2.05M sold.

Latitude Advisors first reported a position in XLP in Q1 2022 and held it in 6 quarters. The position peaked at $2.05M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Latitude Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Latitude Advisors sold 24,741 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $2.05M.
Latitude Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
Latitude Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.05M in Q3 2024.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.