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LWIC
Leith Wheeler Investment Counsel’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Leith Wheeler Investment Counsel’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
2024
Q2
–
Sell
-4,335
Closed
-$331K
–
74
2024
Q1
$331K
Hold
4,335
–
–
0.03%
59
2023
Q4
$312K
Hold
4,335
–
–
0.03%
55
2023
Q3
$298K
Hold
4,335
–
–
0.04%
56
2023
Q2
$322K
Hold
4,335
–
–
0.04%
59
2023
Q1
$324K
Hold
4,335
–
–
0.05%
53
2022
Q4
$323K
Hold
4,335
–
–
0.05%
53
2022
Q3
$289K
Hold
4,335
–
–
0.05%
52
2022
Q2
$403K
Hold
4,335
–
–
0.05%
52
2022
Q1
$329K
Hold
4,335
–
–
0.05%
50
2021
Q4
$334K
Hold
4,335
–
–
0.05%
40
2021
Q3
$298K
Hold
4,335
–
–
0.04%
41
2021
Q2
$303K
Hold
4,335
–
–
0.05%
40
2021
Q1
$296K
Hold
4,335
–
–
0.05%
40
2020
Q4
$372K
Hold
4,335
–
–
0.05%
35
2020
Q3
$278K
Hold
4,335
–
–
0.06%
40
2020
Q2
$254K
Hold
4,335
–
–
0.06%
38
2020
Q1
$236K
Hold
4,335
–
–
0.07%
40
2019
Q4
$273K
Hold
4,335
–
–
0.07%
36
2019
Q3
$266K
Hold
4,335
–
–
0.08%
28
2019
Q2
$252K
Hold
4,335
–
–
0.08%
27
2019
Q1
$243K
Hold
4,335
–
–
0.08%
29
2018
Q4
$220K
Buy
+4,335
New
+$235K
0.08%
29
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
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
BNP Paribas Financial Markets
Paris, France
$206B AUM
31.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
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
CI
Clal Insurance
Tel-Aviv, Israel
$16.6B AUM
68.34%
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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