Sierra Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sierra Capital’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 Q1	–	Sell	-490	Closed	-$37K	–	561
2022 Q4	$37K	Hold	490	–	–	0.01%	278
2022 Q3	$33K	Hold	490	–	–	0.01%	293
2022 Q2	$35K	Hold	490	–	–	0.01%	357
2022 Q1	$37K	Hold	490	–	–	0.01%	372
2021 Q4	$38K	Hold	490	–	–	0.01%	365
2021 Q3	$35K	Hold	490	–	–	0.01%	324
2021 Q2	$34K	Hold	490	–	–	0.01%	308
2021 Q1	$33K	Buy	+490	New	+$32.2K	0.01%	298

Other funds holding XLP

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Sierra Capital's XLP Position: Q1 2023 in Review

Sierra Capital sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 490 shares — an estimated $37K sold.

Sierra Capital first reported a position in XLP in Q1 2021 and held it in 8 quarters. The position peaked at $38K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Sierra Capital reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 490 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $37K.
Sierra Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
Sierra Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $38K in Q4 2021.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.