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

Principal Street 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
2024 Q1	–	Sell	-5,539	Closed	-$399K	–	272
2023 Q4	$399K	Buy	+5,539	New	+$384K	0.1%	135
2022 Q1	–	Sell	-7,860	Closed	-$606K	–	231
2021 Q4	$606K	Buy	+7,860	New	+$570K	0.15%	124
2020 Q1	–	Sell	-15,778	Closed	-$994K	–	203
2019 Q4	$994K	Buy	+15,778	New	+$972K	0.22%	78

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

Principal Street Partners's XLP Position: Q1 2024 in Review

Principal Street Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 5,539 shares — an estimated $399K sold.

Principal Street Partners first reported a position in XLP in Q4 2019 and held it in 3 quarters. The position peaked at $994K in Q4 2019. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Principal Street Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Principal Street Partners sold 5,539 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $399K.
Principal Street Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Principal Street Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $994K 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 Principal Street Partners's 13F filing for Q1 2024, filed 15 May 2024.