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 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

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

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

RJA

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

NEIRG Wealth Management's XLP Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 25,912 shares — an estimated $1.92M sold.

NEIRG Wealth Management first reported a position in XLP in Q4 2021 and held it in 7 quarters. The position peaked at $1.92M in Q2 2023. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 25,912 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $1.92M.
NEIRG Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.92M in Q2 2023.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.