Lumature Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lumature Wealth Partners’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 Q2	$3.49M	Buy	47,067 +5,946	+14%	+$446K	2.07%	9
2023 Q1	$3.07M	Sell	41,121 -1,693	-4%	-$124K	1.72%	11
2022 Q4	$3.19M	Sell	42,814 -10,136	-19%	-$739K	1.78%	11
2022 Q3	$3.53M	Sell	52,950 -686	-1%	-$50.3K	1.89%	11
2022 Q2	$3.87M	Buy	53,636 +25,636	+92%	+$1.92M	1.72%	12
2022 Q1	$2.13M	Buy	28,000 +256	+0.9%	+$19.3K	0.85%	22
2021 Q4	$2.14M	Buy	27,744 +1,643	+6%	+$119K	0.83%	22
2021 Q3	$1.8M	Buy	26,101 +3,605	+16%	+$257K	0.73%	26
2021 Q2	$1.57M	Buy	22,496 +4,400	+24%	+$308K	0.65%	30
2021 Q1	$1.24M	Buy	18,096 +9,783	+118%	+$643K	0.65%	35
2020 Q4	$561K	Buy	+8,313	New	+$549K	0.53%	57

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

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

RJA

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lumature Wealth Partners's XLP Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q2 2023, buying an estimated $446K and bringing the position to 47,067 shares worth $3.49M. The position accounts for 2.07% of the portfolio, ranked #9.

Lumature Wealth Partners first reported a position in XLP in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.87M in Q2 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

Lumature Wealth Partners held 47,067 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.49M as of Q2 2023.
Lumature Wealth Partners bought 5,946 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $446K.
State Street Consumer Staples Select Sector SPDR ETF made up 2.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #9 holding.
Lumature Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.87M in Q2 2022.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.