Lehman & Derafelo Financial Resources’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-1,300	Closed	-$87K	–	209
2022 Q3	$87K	Hold	1,300	–	–	0.03%	110
2022 Q2	$94K	Buy	+1,300	New	+$97.6K	0.03%	112
2021 Q4	–	Sell	-1,418	Closed	-$98K	–	199
2021 Q3	$98K	Hold	1,418	–	–	0.03%	116
2021 Q2	$99K	Hold	1,418	–	–	0.03%	137
2021 Q1	$97K	Hold	1,418	–	–	0.03%	133
2020 Q4	$96K	Hold	1,418	–	–	0.03%	134
2020 Q3	$91K	Hold	1,418	–	–	0.03%	153
2020 Q2	$83K	Buy	1,418 +118	+9%	+$6.89K	0.03%	144
2020 Q1	$71K	Buy	+1,300	New	+$78.9K	0.03%	107
2019 Q3	–	Sell	-155	Closed	-$9K	–	205
2019 Q2	$9K	Hold	155	–	–	﹤0.01%	157
2019 Q1	$9K	Hold	155	–	–	﹤0.01%	157
2018 Q4	$8K	Buy	+155	New	+$8.41K	﹤0.01%	147

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

Lehman & Derafelo Financial Resources's XLP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 1,300 shares — an estimated $87K sold.

Lehman & Derafelo Financial Resources first reported a position in XLP in Q4 2018 and held it in 12 quarters. The position peaked at $99K in Q2 2021. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,300 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $87K.
Lehman & Derafelo Financial Resources first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 12 quarters.
Lehman & Derafelo Financial Resources's State Street Consumer Staples Select Sector SPDR ETF position peaked at $99K in Q2 2021.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.