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LWA
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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