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

Marks Wealth’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
2022 Q2	–	Sell	-199,025	Closed	-$15.1M	–	36
2022 Q1	$15.1M	Buy	+199,025	New	+$15M	4.6%	7
2021 Q3	–	Sell	-18,896	Closed	-$1.32M	–	46
2021 Q2	$1.32M	Buy	+18,896	New	+$1.32M	0.45%	19
2021 Q1	–	Sell	-26,242	Closed	-$1.77M	–	55
2020 Q4	$1.77M	Buy	+26,242	New	+$1.73M	0.61%	21

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Marks Wealth's XLP Position: Q2 2022 in Review

Marks Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 199,025 shares — an estimated $15.1M sold.

Marks Wealth first reported a position in XLP in Q4 2020 and held it in 3 quarters. The position peaked at $15.1M in Q1 2022. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Marks Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Marks Wealth sold 199,025 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $15.1M.
Marks Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Marks Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $15.1M in Q1 2022.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.