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Sowa Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sowa Financial Group’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
-11,096
Closed -$799K – 36
2024
Q1 		$799K Hold
11,096
– – 0.65% 24
2023
Q4 		$799K Sell
11,096
-966
-8% -$66.9K 0.65% 24
2023
Q3 		$830K Buy
12,062
+211
+2% +$15.4K 0.62% 28
2023
Q2 		$879K Sell
11,851
-47
-0.4% -$3.53K 0.6% 29
2023
Q1 		$889K Buy
11,898
+316
+3% +$23.1K 0.64% 28
2022
Q4 		$863K Buy
11,582
+575
+5% +$41.9K 0.64% 28
2022
Q3 		$735K Buy
11,007
+68
+0.6% +$4.98K 0.58% 29
2022
Q2 		$790K Sell
10,939
-553
-5% -$41.5K 0.6% 28
2022
Q1 		$872K Sell
11,492
-253
-2% -$19.1K 0.52% 32
2021
Q4 		$906K Sell
11,745
-284
-2% -$20.6K 0.53% 32
2021
Q3 		$828K Sell
12,029
-955
-7% -$68.1K 0.54% 32
2021
Q2 		$908K Buy
12,984
+7
+0.1% +$490 0.67% 30
2021
Q1 		$887K Sell
12,977
-677
-5% -$44.5K 0.63% 28
2020
Q4 		$921K Buy
13,654
+808
+6% +$53.4K 0.62% 30
2020
Q3 		$823K Sell
12,846
-660
-5% -$41.7K 0.59% 31
2020
Q2 		$792K Sell
13,506
-68
-0.5% -$3.97K 0.6% 32
2020
Q1 		$739K Sell
13,574
-4,242
-24% -$257K 0.65% 32
2019
Q4 		$1.12M Buy
+17,816
New +$1.1M 0.91% 27

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Sowa Financial Group's XLP Position: Q2 2024 in Review

Sowa Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 11,096 shares — an estimated $799K sold.

Sowa Financial Group first reported a position in XLP in Q4 2019 and held it in 18 quarters. The position peaked at $1.12M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

  • Sowa Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Sowa Financial Group sold 11,096 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $799K.
  • Sowa Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
  • Sowa Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.12M in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Sowa Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.