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Rockbridge Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Rockbridge Investment Management’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
-329
Closed -$23.7K – 645
2023
Q4 		$23.7K Buy
+329
New +$22.8K ﹤0.01% 315
2022
Q3 		– Sell
-294
Closed -$21.2K – 609
2022
Q2 		$21.2K Buy
294
+34
+13% +$2.55K ﹤0.01% 300
2022
Q1 		$19.9K Sell
260
-1,865
-88% -$141K ﹤0.01% 416
2021
Q4 		$164K Buy
2,125
+25
+1% +$1.81K 0.02% 198
2021
Q3 		$145K Hold
2,100
– – 0.02% 191
2021
Q2 		$147K Hold
2,100
– – 0.02% 185
2021
Q1 		$143K Hold
2,100
– – 0.03% 176
2020
Q4 		$142K Hold
2,100
– – 0.03% 167
2020
Q3 		$135K Hold
2,100
– – 0.03% 155
2020
Q2 		$123K Buy
+2,100
New +$123K 0.03% 155

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return