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

Royal Harbor 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
2023 Q3	–	Sell	-22,193	Closed	-$1.65M	–	72
2023 Q2	$1.65M	Buy	22,193 +927	+4%	+$69.6K	0.81%	29
2023 Q1	$1.59M	Buy	+21,266	New	+$1.56M	0.85%	31
2022 Q2	–	Sell	-9,405	Closed	-$714K	–	88
2022 Q1	$714K	Sell	9,405 -147	-2%	-$11.1K	0.46%	50
2021 Q4	$737K	Sell	9,552 -7,664	-45%	-$555K	0.47%	48
2021 Q3	$1.19M	Buy	+17,216	New	+$1.23M	0.84%	44
2021 Q1	–	Sell	-14,602	Closed	-$985K	–	89
2020 Q4	$985K	Sell	14,602 -13,145	-47%	-$869K	0.82%	52
2020 Q3	$1.78M	Buy	27,747 +2,185	+9%	+$138K	1.67%	14
2020 Q2	$1.5M	Sell	25,562 -946	-4%	-$55.2K	1.48%	16
2020 Q1	$1.44M	Sell	26,508 -8,558	-24%	-$519K	1.67%	13
2019 Q4	$2.21M	Buy	+35,066	New	+$2.16M	2.12%	20

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Royal Harbor Partners's XLP Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 22,193 shares — an estimated $1.65M sold.

Royal Harbor Partners first reported a position in XLP in Q4 2019 and held it in 10 quarters. The position peaked at $2.21M in Q4 2019. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 22,193 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $1.65M.
Royal Harbor Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Royal Harbor Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.21M in Q4 2019.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.