Liberty Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Liberty Wealth Management’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 Q2	–	Sell	-4,147	Closed	-$303K	–	239
2023 Q1	$303K	Buy	+4,147	New	+$303K	0.06%	172
2021 Q4	–	Sell	-315	Closed	-$22K	–	1123
2021 Q3	$22K	Buy	315 +1	+0.3%	+$71	0.01%	623
2021 Q2	$25K	Buy	314 +3	+1%	+$210	0.01%	466
2021 Q1	$19K	Hold	311	–	–	0.01%	474
2020 Q4	$19K	Buy	311 +1	+0.3%	+$66	0.01%	471
2020 Q3	$20K	Buy	310 +2	+0.6%	+$126	0.01%	404
2020 Q2	$18K	Buy	308 +1	+0.3%	+$58	0.01%	399
2020 Q1	$17K	Buy	307 +1	+0.3%	+$61	0.01%	385
2019 Q4	$19K	Buy	306 +202	+194%	+$12.4K	0.02%	424
2019 Q3	$6K	Hold	104	–	–	0.01%	616
2019 Q2	$6K	Hold	104	–	–	0.01%	641
2019 Q1	$5K	Hold	104	–	–	﹤0.01%	551
2018 Q4	$5K	Buy	+104	New	+$5.64K	﹤0.01%	561

Other funds holding XLP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

RJA

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Liberty Wealth Management's XLP Position: Q2 2023 in Review

Liberty Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 4,147 shares — an estimated $303K sold.

Liberty Wealth Management first reported a position in XLP in Q4 2018 and held it in 13 quarters. The position peaked at $303K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Liberty Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 4,147 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $303K.
Liberty Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $303K in Q1 2023.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.