PrairieView Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

PrairieView Partners’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	-283	Closed	-$20K	–	482
2023 Q2	$20K	Hold	283	–	–	﹤0.01%	269
2023 Q1	$21K	Hold	283	–	–	﹤0.01%	253
2022 Q4	$21K	Hold	283	–	–	﹤0.01%	261
2022 Q3	$19K	Hold	283	–	–	﹤0.01%	257
2022 Q2	$20K	Hold	283	–	–	﹤0.01%	271
2022 Q1	$21K	Buy	+283	New	+$21.3K	﹤0.01%	275

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

PrairieView Partners's XLP Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 283 shares — an estimated $20K sold.

PrairieView Partners first reported a position in XLP in Q1 2022 and held it in 6 quarters. The position peaked at $21K in Q1 2023. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

PrairieView Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 283 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $20K.
PrairieView Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $21K 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 PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.