NWM
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NEIRG Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

NEIRG Wealth 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
Q3 		– Sell
-25,912
Closed -$1.92M – 142
2023
Q2 		$1.92M Buy
25,912
+1,068
+4% +$80.2K 0.35% 60
2023
Q1 		$1.86M Buy
24,844
+1,024
+4% +$74.9K 0.32% 66
2022
Q4 		$1.78M Sell
23,820
-173
-0.7% -$12.6K 0.33% 70
2022
Q3 		$1.6M Sell
23,993
-259
-1% -$19K 0.32% 74
2022
Q2 		$1.75M Buy
24,252
+3,847
+19% +$289K 0.38% 71
2022
Q1 		$1.55M Buy
20,405
+327
+2% +$24.6K 0.3% 64
2021
Q4 		$1.55M Buy
+20,078
New +$1.46M 0.3% 57

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return