Rainsberger Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Rainsberger Wealth Advisors’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 Q4	$1.7M	Sell	23,585 -836	-3%	-$57.9K	0.93%	34
2023 Q3	$1.68M	Buy	24,421 +454	+2%	+$33.2K	1.03%	32
2023 Q2	$1.78M	Sell	23,967 -264	-1%	-$19.8K	1.07%	29
2023 Q1	$1.81M	Buy	24,231 +1,555	+7%	+$114K	1.07%	28
2022 Q4	$1.69M	Buy	22,676 +696	+3%	+$50.7K	1.08%	27
2022 Q3	$1.47M	Buy	21,980 +282	+1%	+$20.7K	1.01%	30
2022 Q2	$1.57M	Buy	21,698 +96	+0.4%	+$7.21K	1.15%	26
2022 Q1	$1.64M	Buy	21,602 +1,342	+7%	+$101K	1.05%	29
2021 Q4	$1.56M	Buy	+20,260	New	+$1.47M	0.92%	33

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

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

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

NAM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Rainsberger Wealth Advisors's XLP Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.4% in Q4 2023, selling an estimated $57.9K and leaving 23,585 shares worth $1.7M. The position accounts for 0.93% of the portfolio, ranked #34.

Rainsberger Wealth Advisors first reported a position in XLP in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Rainsberger Wealth Advisors held 23,585 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.7M as of Q4 2023.
Rainsberger Wealth Advisors sold 836 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $57.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.93% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #34 holding.
Rainsberger Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.81M in Q1 2023.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.