Legacy Wealth Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Wealth Planning’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 Q3	$225K	Sell	3,374 -100	-3%	-$7.33K	0.37%	63
2022 Q2	$251K	Buy	3,474 +510	+17%	+$38.3K	0.36%	66
2022 Q1	$225K	Buy	+2,964	New	+$223K	0.26%	87

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Wealth Planning's XLP Position: Q3 2022 in Review

Legacy Wealth Planning reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.9% in Q3 2022, selling an estimated $7.33K and leaving 3,374 shares worth $225K. The position accounts for 0.37% of the portfolio, ranked #63.

Legacy Wealth Planning first reported a position in XLP in Q1 2022 and has held it in 3 quarters since. The position peaked at $251K in Q2 2022. 1,035 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Legacy Wealth Planning held 3,374 shares of State Street Consumer Staples Select Sector SPDR ETF worth $225K as of Q3 2022.
Legacy Wealth Planning sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $7.33K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.37% of Legacy Wealth Planning's portfolio in Q3 2022, its #63 holding.
Legacy Wealth Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 3 quarters since.
Legacy Wealth Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $251K in Q2 2022.
1,035 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.