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

Loveless 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
2022 Q2	$3.48M	Buy	48,171 +455	+1%	+$34.2K	2.28%	8
2022 Q1	$3.62M	Buy	47,716 +165	+0.3%	+$12.4K	2.05%	9
2021 Q4	$3.67M	Buy	47,551 +890	+2%	+$64.5K	2.01%	8
2021 Q3	$3.21M	Buy	46,661 +547	+1%	+$39K	1.95%	9
2021 Q2	$3.23M	Buy	46,114 +1,948	+4%	+$136K	1.96%	9
2021 Q1	$3.02M	Buy	44,166 +1,765	+4%	+$116K	1.99%	9
2020 Q4	$2.86M	Buy	42,401 +1,459	+4%	+$96.4K	2.11%	9
2020 Q3	$2.62M	Buy	40,942 +3,195	+8%	+$202K	2.21%	9
2020 Q2	$2.21M	Buy	37,747 +3,616	+11%	+$211K	2.06%	11
2020 Q1	$1.86M	Buy	34,131 +2,451	+8%	+$149K	2.19%	8
2019 Q4	$1.98M	Buy	+31,680	New	+$1.95M	1.7%	12

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NAM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Loveless Wealth Management's XLP Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.95% in Q2 2022, buying an estimated $34.2K and bringing the position to 48,171 shares worth $3.48M. The position accounts for 2.28% of the portfolio, ranked #8.

Loveless Wealth Management first reported a position in XLP in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.67M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Loveless Wealth Management held 48,171 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.48M as of Q2 2022.
Loveless Wealth Management bought 455 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $34.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 2.28% of Loveless Wealth Management's portfolio in Q2 2022, its #8 holding.
Loveless Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.67M in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.