Selective Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-3	Closed	–	–	746
2022 Q3	$0	Buy	+3	New	+$220	﹤0.01%	838
2021 Q2	–	Sell	-965	Closed	-$66K	–	558
2021 Q1	$66K	Sell	965 -2,371	-71%	-$156K	0.06%	110
2020 Q4	$225K	Buy	3,336 +48	+1%	+$3.17K	0.15%	55
2020 Q3	$211K	Hold	3,288	–	–	0.17%	46
2020 Q2	$193K	Hold	3,288	–	–	0.16%	49
2020 Q1	$179K	Hold	3,288	–	–	0.28%	21
2019 Q4	$207K	Hold	3,288	–	–	0.25%	28
2019 Q3	$202K	Buy	+3,288	New	+$198K	0.28%	31
2018 Q3	$177K	Buy	+3,288	New	+$176K	2.12%	16

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

Selective Wealth Management's XLP Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 3 shares.

Selective Wealth Management first reported a position in XLP in Q3 2018 and held it in 9 quarters. The position peaked at $225K in Q4 2020. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Selective Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022.
Selective Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2018 and held it in 9 quarters.
Selective Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $225K in Q4 2020.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.