Resurgent Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Resurgent Financial 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
2024 Q1	–	Sell	-490	Closed	-$35.3K	–	499
2023 Q4	$35.3K	Buy	490 +33	+7%	+$2.29K	0.02%	399
2023 Q3	$31.4K	Sell	457 -30	-6%	-$2.2K	0.02%	406
2023 Q2	$36.1K	Buy	487 +73	+18%	+$5.48K	0.02%	387
2023 Q1	$30.9K	Buy	414 +72	+21%	+$5.27K	0.02%	415
2022 Q4	$25.5K	Buy	+342	New	+$24.9K	0.01%	573

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

Resurgent Financial Advisors's XLP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 490 shares — an estimated $35.3K sold.

Resurgent Financial Advisors first reported a position in XLP in Q4 2022 and held it in 5 quarters. The position peaked at $36.1K in Q2 2023. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Resurgent Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 490 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $35.3K.
Resurgent Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $36.1K in Q2 2023.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.