M&R Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

M&R Capital 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
2023 Q1	–	Sell	-30	Closed	-$2.24K	–	650
2022 Q4	$2.24K	Hold	30	–	–	﹤0.01%	474
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	416
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	411
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	413
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	397
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	397
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	398
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	391
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	416
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	449
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	451
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	453
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	469
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	482
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	491
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	493
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	496
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	520
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	507
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	516
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	526
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	538
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	538
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	541
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	540
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	528
2016 Q2	$1K	Buy	+30	New	+$1.6K	﹤0.01%	515

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

M&R Capital Management's XLP Position: Q1 2023 in Review

M&R Capital Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 30 shares — an estimated $2.24K sold.

M&R Capital Management first reported a position in XLP in Q2 2016 and held it in 27 quarters. The position peaked at $2.24K in Q4 2022. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

M&R Capital Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 30 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $2.24K.
M&R Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2016 and held it in 27 quarters.
M&R Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.24K in Q4 2022.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.