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

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 $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Leith Wheeler Investment Counsel's XLP Position: Q2 2024 in Review

Leith Wheeler Investment Counsel sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 4,335 shares — an estimated $331K sold.

Leith Wheeler Investment Counsel first reported a position in XLP in Q4 2018 and held it in 22 quarters. The position peaked at $403K in Q2 2022. 1,075 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Leith Wheeler Investment Counsel reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 4,335 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $331K.
Leith Wheeler Investment Counsel first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 22 quarters.
Leith Wheeler Investment Counsel's State Street Consumer Staples Select Sector SPDR ETF position peaked at $403K in Q2 2022.
1,075 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2024, filed 26 Jul 2024.