Southland Equity Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Southland Equity 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
2024 Q2	–	Sell	-2,966	Closed	-$226K	–	232
2024 Q1	$226K	Sell	2,966 -10	-0.3%	-$739	0.06%	195
2023 Q4	$214K	Hold	2,976	–	–	0.07%	182
2023 Q3	$205K	Hold	2,976	–	–	0.07%	179
2023 Q2	$221K	Hold	2,976	–	–	0.07%	171
2023 Q1	$222K	Sell	2,976 -55	-2%	-$4.02K	0.09%	169
2022 Q4	$226K	Hold	3,031	–	–	0.09%	160
2022 Q3	$202K	Sell	3,031 -400	-12%	-$29.3K	0.1%	154
2022 Q2	$248K	Sell	3,431 -10	-0.3%	-$751	0.11%	132
2022 Q1	$261K	Sell	3,441 -4,457	-56%	-$336K	0.11%	144
2021 Q4	$609K	Buy	7,898 +4,457	+130%	+$323K	0.25%	69
2021 Q3	$237K	Hold	3,441	–	–	0.11%	143
2021 Q2	$241K	Hold	3,441	–	–	0.11%	137
2021 Q1	$235K	Buy	3,441 +150	+5%	+$9.86K	0.13%	130
2020 Q4	$222K	Buy	+3,291	New	+$217K	0.15%	112

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Southland Equity Partners's XLP Position: Q2 2024 in Review

Southland Equity Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 2,966 shares — an estimated $226K sold.

Southland Equity Partners first reported a position in XLP in Q4 2020 and held it in 14 quarters. The position peaked at $609K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Southland Equity Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Southland Equity Partners sold 2,966 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $226K.
Southland Equity Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
Southland Equity Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $609K in Q4 2021.
1,075 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.