Mirabella Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-10,561	Closed	-$809K	–	465
2024 Q2	$809K	Sell	10,561 -24,528	-70%	-$1.87M	0.06%	188
2024 Q1	$2.68M	Sell	35,089 -63,353	-64%	-$4.68M	0.19%	93
2023 Q4	$7.09M	Buy	98,442 +83,952	+579%	+$5.82M	0.95%	35
2023 Q3	$997K	Sell	14,490 -9,833	-40%	-$720K	0.14%	149
2023 Q2	$1.8M	Buy	+24,323	New	+$1.83M	0.2%	144
2022 Q4	–	Sell	-501,890	Closed	-$34.1M	–	545
2022 Q3	$34.1M	Sell	501,890 -7,082	-1%	-$519K	3.54%	5
2022 Q2	$36.7M	Buy	508,972 +129,137	+34%	+$9.69M	3.62%	3
2022 Q1	$28.9M	Sell	379,835 -60,965	-14%	-$4.59M	3.21%	6
2021 Q4	$34M	Buy	440,800 +385,420	+696%	+$27.9M	3.45%	2
2021 Q3	$3.81M	Buy	+55,380	New	+$3.95M	0.5%	54
2020 Q3	–	Sell	-24,060	Closed	-$1.41M	–	440
2020 Q2	$1.41M	Buy	+24,060	New	+$1.4M	0.34%	51

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

RJA

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

Mirabella Financial Services's XLP Position: Q3 2024 in Review

Mirabella Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 10,561 shares — an estimated $809K sold.

Mirabella Financial Services first reported a position in XLP in Q2 2020 and held it in 11 quarters. The position peaked at $36.7M in Q2 2022. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

Mirabella Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 10,561 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $809K.
Mirabella Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 11 quarters.
Mirabella Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $36.7M in Q2 2022.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.