Laurel Wealth Advisors (California)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$5.05M	Buy	67,754 +391	+0.6%	+$28.5K	0.5%	49
2022 Q3	$4.5M	Buy	67,363 +321	+0.5%	+$23.5K	0.48%	45
2022 Q2	$4.84M	Buy	67,042 +438	+0.7%	+$32.9K	0.49%	48
2022 Q1	$5.05M	Buy	66,604 +294	+0.4%	+$22.1K	0.42%	56
2021 Q4	$5.11M	Buy	66,310 +1,222	+2%	+$88.6K	0.4%	56
2021 Q3	$4.48M	Sell	65,088 -1,323	-2%	-$94.3K	0.82%	18
2021 Q2	$4.65M	Buy	66,411 +892	+1%	+$62.4K	0.6%	35
2021 Q1	$4.48M	Buy	65,519 +513	+0.8%	+$33.7K	0.68%	32
2020 Q4	$4.38M	Buy	65,006 +1,168	+2%	+$77.2K	0.64%	32
2020 Q3	$4.09M	Buy	63,838 +1,165	+2%	+$73.6K	0.68%	32
2020 Q2	$3.68M	Sell	62,673 -2,154	-3%	-$126K	0.67%	35
2020 Q1	$3.53M	Sell	64,827 -7,147	-10%	-$434K	0.81%	23
2019 Q4	$4.53M	Sell	71,974 -2,630	-4%	-$162K	0.76%	27
2019 Q3	$4.58M	Buy	74,604 +4,383	+6%	+$264K	0.78%	29
2019 Q2	$4.08M	Buy	70,221 +2,042	+3%	+$117K	0.89%	25
2019 Q1	$3.83M	Sell	68,179 -35	-0.1%	-$1.87K	0.94%	23
2018 Q4	$3.46M	Buy	68,214 +412	+0.6%	+$22.4K	1.02%	21
2018 Q3	$3.66M	Sell	67,802 -8,393	-11%	-$450K	0.9%	22
2018 Q2	$3.93M	Sell	76,195 -24,349	-24%	-$1.24M	1.05%	18
2018 Q1	$5.29M	Sell	100,544 -100	-0.1%	-$5.51K	1.64%	7
2017 Q4	$5.72M	Sell	100,644 -11,012	-10%	-$605K	1.65%	5
2017 Q3	$6.03M	Sell	111,656 -893	-0.8%	-$49.1K	2.02%	3
2017 Q2	$6.18M	Buy	112,549 +2,646	+2%	+$147K	2.2%	3
2017 Q1	$6M	Buy	109,903 +13,153	+14%	+$707K	2.31%	2
2016 Q4	$5M	Buy	96,750 +30,648	+46%	+$1.59M	2.21%	6
2016 Q3	$3.52M	Buy	66,102 +13,249	+25%	+$722K	1.66%	9
2016 Q2	$2.92M	Buy	52,853 +35,976	+213%	+$1.91M	1.4%	13
2016 Q1	$895K	Buy	+16,877	New	+$857K	0.45%	64

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XLP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.58% in Q4 2022, buying an estimated $28.5K and bringing the position to 67,754 shares worth $5.05M. The position accounts for 0.5% of the portfolio, ranked #49.

Laurel Wealth Advisors (California) first reported a position in XLP in Q1 2016 and has held it in 28 quarters since. The position peaked at $6.18M in Q2 2017. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Laurel Wealth Advisors (California) held 67,754 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.05M as of Q4 2022.
Laurel Wealth Advisors (California) bought 391 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $28.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.5% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #49 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Laurel Wealth Advisors (California)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.18M in Q2 2017.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.