SPWM
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Spartan Planning & Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Spartan Planning & 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
2023
Q4 		$27.4K Buy
+381
New +$26.4K 0.03% 155

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Spartan Planning & Wealth Management's XLP Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023: 381 shares worth $27.4K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

  • Spartan Planning & Wealth Management held 381 shares of State Street Consumer Staples Select Sector SPDR ETF worth $27.4K as of Q4 2023.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Spartan Planning & Wealth Management position in Q4 2023.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #155 holding.
  • 1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.