Precision Wealth Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Precision Wealth Strategies’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	-5,978	Closed	-$443K	–	108
2023 Q2	$443K	Sell	5,978 -409	-6%	-$30.7K	0.73%	30
2023 Q1	$477K	Sell	6,387 -12,416	-66%	-$908K	0.75%	27
2022 Q4	$1.4M	Sell	18,803 -4,495	-19%	-$328K	1.46%	11
2022 Q3	$1.63M	Buy	23,298 +1,843	+9%	+$135K	1.44%	13
2022 Q2	$1.56M	Buy	21,455 +3,682	+21%	+$276K	1.23%	13
2022 Q1	$1.35M	Sell	17,773 -176	-1%	-$13.3K	0.8%	18
2021 Q4	$1.38M	Buy	+17,949	New	+$1.3M	1%	18

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

Precision Wealth Strategies's XLP Position: Q3 2023 in Review

Precision Wealth Strategies sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 5,978 shares — an estimated $443K sold.

Precision Wealth Strategies first reported a position in XLP in Q4 2021 and held it in 7 quarters. The position peaked at $1.63M in Q3 2022. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Precision Wealth Strategies reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Precision Wealth Strategies sold 5,978 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $443K.
Precision Wealth Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Precision Wealth Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.63M in Q3 2022.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.