Lowe Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lowe Wealth 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 Q3	–	Sell	-100	Closed	-$7.42K	–	364
2023 Q2	$7.42K	Hold	100	–	–	﹤0.01%	240
2023 Q1	$7.47K	Hold	100	–	–	﹤0.01%	229
2022 Q4	$7.46K	Hold	100	–	–	﹤0.01%	231
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	227
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	214
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	218
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	206
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	209
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	202
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	195
2020 Q4	$7K	Sell	100 -1,000	-91%	-$66.1K	﹤0.01%	190
2020 Q3	$71K	Hold	1,100	–	–	0.04%	57
2020 Q2	$65K	Hold	1,100	–	–	0.04%	56
2020 Q1	$60K	Buy	+1,100	New	+$66.8K	0.04%	51
2015 Q2	–	Sell	-45	Closed	-$2K	–	245
2015 Q1	$2K	Buy	+45	New	+$2.21K	﹤0.01%	200

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Lowe Wealth Advisors's XLP Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 100 shares — an estimated $7.42K sold.

Lowe Wealth Advisors first reported a position in XLP in Q1 2015 and held it in 15 quarters. The position peaked at $71K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Lowe Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $7.42K.
Lowe Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and held it in 15 quarters.
Lowe Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $71K in Q3 2020.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.