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

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	$1.53M	Buy	+18,200	New	+$1.12M	0.74%	33

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Leelyn Smith's XLP Position: Q1 2023 in Review

Leelyn Smith sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 179 shares — an estimated $13.3K sold.

Leelyn Smith first reported a position in XLP in Q4 2019 and held it in 13 quarters. The position peaked at $1.53M in Q4 2019. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Leelyn Smith reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 179 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $13.3K.
Leelyn Smith first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.53M in Q4 2019.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.