Macroview Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Macroview Investment 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
2024 Q1	–	Sell	-38	Closed	-$2.74K	–	709
2023 Q4	$2.74K	Hold	38	–	–	﹤0.01%	470
2023 Q3	$2.62K	Hold	38	–	–	﹤0.01%	538
2023 Q2	$2.82K	Hold	38	–	–	﹤0.01%	386
2023 Q1	$2.84K	Hold	38	–	–	﹤0.01%	347
2022 Q4	$2.83K	Hold	38	–	–	﹤0.01%	352
2022 Q3	$3K	Hold	38	–	–	0.01%	330
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	358
2022 Q1	$3K	Hold	38	–	–	﹤0.01%	345
2021 Q4	$3K	Hold	38	–	–	﹤0.01%	315
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	313
2021 Q2	$3K	Hold	38	–	–	﹤0.01%	340
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	311
2020 Q4	$3K	Hold	38	–	–	﹤0.01%	290
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	280
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	289
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	267
2019 Q4	$2K	Sell	38 -1,016	-96%	-$62.6K	﹤0.01%	283
2019 Q3	$65K	Hold	1,054	–	–	0.14%	62
2019 Q2	$61K	Sell	1,054 -8,045	-88%	-$461K	0.16%	67
2019 Q1	$511K	Sell	9,099 -5,251	-37%	-$281K	1.27%	19
2018 Q4	$729K	Sell	14,350 -667	-4%	-$36.2K	2.32%	10
2018 Q3	$810K	Buy	15,017 +14,941	+19,659%	+$802K	2.54%	9
2018 Q2	$4K	Hold	76	–	–	0.01%	168
2018 Q1	$4K	Buy	+76	New	+$4.19K	0.01%	153
2017 Q4	–	Sell	-380	Closed	-$21K	–	149
2017 Q3	$21K	Hold	380	–	–	0.1%	68
2017 Q2	$21K	Buy	380 +152	+67%	+$8.45K	0.11%	69
2017 Q1	$12K	Hold	228	–	–	0.07%	65
2016 Q4	$12K	Sell	228 -75	-25%	-$3.88K	0.07%	62
2016 Q3	$16K	Buy	303 +168	+124%	+$9.15K	0.07%	55
2016 Q2	$7K	Hold	135	–	–	0.03%	63
2016 Q1	$7K	Sell	135 -1,515	-92%	-$77K	0.03%	63
2015 Q4	$83K	Sell	1,650 -745	-31%	-$37K	0.27%	30
2015 Q3	$113K	Sell	2,395 -106,264	-98%	-$5.17M	0.21%	30
2015 Q2	$5.17M	Sell	108,659 -5,080	-4%	-$248K	5.86%	6
2015 Q1	$5.54M	Buy	113,739 +46,634	+69%	+$2.29M	5.17%	5
2014 Q4	$3.25M	Buy	67,105 +66,305	+8,288%	+$3.14M	3.41%	10
2014 Q3	$36K	Sell	800 -250	-24%	-$11.2K	0.05%	54
2014 Q2	$47K	Sell	1,050 -2,754	-72%	-$122K	0.06%	49
2014 Q1	$164K	Buy	3,804 +3,004	+376%	+$126K	0.25%	34
2013 Q4	$34K	Hold	800	–	–	0.06%	49
2013 Q3	$32K	Hold	800	–	–	0.06%	46
2013 Q2	$32K	Buy	+800	New	+$32.5K	0.03%	44

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Macroview Investment Management's XLP Position: Q1 2024 in Review

Macroview Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 38 shares — an estimated $2.74K sold.

Macroview Investment Management first reported a position in XLP in Q2 2013 and held it in 42 quarters. The position peaked at $5.54M in Q1 2015. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Macroview Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Macroview Investment Management sold 38 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $2.74K.
Macroview Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 42 quarters.
Macroview Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.54M in Q1 2015.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.