Palisade Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Palisade Asset 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
2024 Q1	–	Sell	-3,700	Closed	-$267K	–	414
2023 Q4	$267K	Buy	+3,700	New	+$256K	0.03%	183
2020 Q1	–	Sell	-6,225	Closed	-$392K	–	180
2019 Q4	$392K	Buy	+6,225	New	+$383K	0.06%	147

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Palisade Asset Management's XLP Position: Q1 2024 in Review

Palisade Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 3,700 shares — an estimated $267K sold.

Palisade Asset Management first reported a position in XLP in Q4 2019 and held it in 2 quarters. The position peaked at $392K in Q4 2019. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Palisade Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Palisade Asset Management sold 3,700 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $267K.
Palisade Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Palisade Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $392K in Q4 2019.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Palisade Asset Management's 13F filing for Q1 2024, filed 1 May 2024.