Oliver Lagore Vanvalin Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-100	Closed	-$7.42K	–	900
2023 Q2	$7.42K	Hold	100	–	–	﹤0.01%	517
2023 Q1	$7.47K	Buy	100 +50	+100%	+$3.66K	﹤0.01%	432
2022 Q4	$3.73K	Hold	50	–	–	﹤0.01%	501
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	510
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	451
2022 Q1	$4K	Buy	+50	New	+$3.77K	﹤0.01%	452

Other funds holding XLP

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLP Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 100 shares — an estimated $7.42K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in XLP in Q1 2022 and held it in 6 quarters. The position peaked at $7.47K in Q1 2023. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $7.42K.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.47K in Q1 2023.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.