Private Capital Management (Florida)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Private Capital Management (Florida)’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
2022 Q4	–	Sell	-4,500	Closed	-$300K	–	157
2022 Q3	$300K	Buy	+4,500	New	+$330K	0.04%	105

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Capital Management (Florida)'s XLP Position: Q4 2022 in Review

Private Capital Management (Florida) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 4,500 shares — an estimated $300K sold.

Private Capital Management (Florida) first reported a position in XLP in Q3 2022 and held it in 1 quarter. The position peaked at $300K in Q3 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Private Capital Management (Florida) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Private Capital Management (Florida) sold 4,500 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $300K.
Private Capital Management (Florida) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
Private Capital Management (Florida)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $300K in Q3 2022.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Private Capital Management (Florida)'s 13F filing for Q4 2022, filed 14 Feb 2023.