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LS
Leelyn Smith’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Leelyn Smith’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-179
Closed
-$13.3K
–
449
2022
Q4
$13.3K
Buy
179
+100
+127%
+$7.29K
﹤0.01%
296
2022
Q3
$5K
Sell
79
-100
-56%
-$7.33K
﹤0.01%
372
2022
Q2
$13K
Hold
179
–
–
﹤0.01%
273
2022
Q1
$14K
Hold
179
–
–
﹤0.01%
263
2021
Q4
$14K
Sell
179
-186
-51%
-$13.5K
﹤0.01%
270
2021
Q3
$25K
Sell
365
-590
-62%
-$42.1K
0.01%
225
2021
Q2
$67K
Sell
955
-4,133
-81%
-$289K
0.02%
189
2021
Q1
$348K
Buy
5,088
+13
+0.3%
+$855
0.1%
105
2020
Q4
$342K
Buy
5,075
+610
+14%
+$40.3K
0.11%
97
2020
Q3
$286K
Buy
4,465
+379
+9%
+$23.9K
0.1%
103
2020
Q2
$240K
Sell
4,086
-848
-17%
-$49.5K
0.1%
107
2020
Q1
$269K
Sell
4,934
-13,266
-73%
-$805K
0.14%
94
2019
Q4
$1.53K
Buy
+18,200
New
+$1.12M
0.74%
33
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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