Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-27	Closed	-$1.85K	–	610
2023 Q3	$1.85K	Buy	+27	New	+$1.98K	﹤0.01%	586
2019 Q1	–	Sell	-77	Closed	-$4K	–	772
2018 Q4	$4K	Buy	+77	New	+$4.18K	﹤0.01%	608
2018 Q2	–	Sell	-575	Closed	-$30K	–	739
2018 Q1	$30K	Buy	+575	New	+$31.7K	﹤0.01%	493

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLP Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 27 shares — an estimated $1.85K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLP in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2018. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 27 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $1.85K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $30K in Q1 2018.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.