Lincoln National Corp’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lincoln National Corp’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	-9,759	Closed	-$745K	–	1153
2024 Q1	$745K	Sell	9,759 -5,639	-37%	-$417K	0.01%	610
2023 Q4	$1.11M	Buy	15,398 +5,276	+52%	+$365K	0.02%	435
2023 Q3	$697K	Sell	10,122 -572	-5%	-$41.9K	0.01%	497
2023 Q2	$793K	Buy	10,694 +537	+5%	+$40.3K	0.02%	470
2023 Q1	$759K	Buy	10,157 +1,181	+13%	+$86.4K	0.02%	457
2022 Q4	$669K	Buy	8,976 +1,690	+23%	+$123K	0.02%	457
2022 Q3	$486K	Buy	7,286 +3,793	+109%	+$278K	0.01%	505
2022 Q2	$252K	Sell	3,493 -3,871	-53%	-$291K	0.01%	722
2022 Q1	$559K	Buy	7,364 +2,932	+66%	+$221K	0.01%	487
2021 Q4	$342K	Buy	4,432 +797	+22%	+$57.8K	0.01%	666
2021 Q3	$250K	Sell	3,635 -374	-9%	-$26.7K	0.01%	750
2021 Q2	$281K	Sell	4,009 -1,056	-21%	-$73.9K	0.01%	692
2021 Q1	$346K	Sell	5,065 -54,665	-92%	-$3.59M	0.01%	568
2020 Q4	$4.03M	Sell	59,730 -7,858	-12%	-$519K	0.11%	101
2020 Q3	$4.33M	Buy	67,588 +3,006	+5%	+$190K	0.13%	88
2020 Q2	$3.79M	Buy	64,582 +3,387	+6%	+$198K	0.12%	95
2020 Q1	$3.33M	Buy	61,195 +51,234	+514%	+$3.11M	0.13%	89
2019 Q4	$627K	Sell	9,961 -50	-0.5%	-$3.08K	0.02%	346
2019 Q3	$615K	Buy	10,011 +187	+2%	+$11.2K	0.02%	304
2019 Q2	$571K	Sell	9,824 -858	-8%	-$49.1K	0.02%	295
2019 Q1	$599K	Buy	10,682 +405	+4%	+$21.7K	0.02%	269
2018 Q4	$522K	Buy	10,277 +96	+0.9%	+$5.21K	0.02%	260
2018 Q3	$549K	Buy	10,181 +73	+0.7%	+$3.92K	0.02%	257
2018 Q2	$521K	Sell	10,108 -1,270	-11%	-$64.5K	0.02%	257
2018 Q1	$598K	Buy	11,378 +7,080	+165%	+$390K	0.02%	241
2017 Q4	$244K	Buy	+4,298	New	+$236K	0.01%	552

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Lincoln National Corp's XLP Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 9,759 shares — an estimated $745K sold.

Lincoln National Corp first reported a position in XLP in Q4 2017 and held it in 26 quarters. The position peaked at $4.33M in Q3 2020. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Lincoln National Corp reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 9,759 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $745K.
Lincoln National Corp first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 26 quarters.
Lincoln National Corp's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.33M in Q3 2020.
1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.