Stelac Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Stelac Advisory Services’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 Q1	–	Sell	-1,664	Closed	-$120K	–	110
2023 Q4	$120K	Sell	1,664 -803	-33%	-$55.6K	0.06%	82
2023 Q3	$170K	Hold	2,467	–	–	0.09%	82
2023 Q2	$183K	Sell	2,467 -1,400	-36%	-$105K	0.08%	129
2023 Q1	$289K	Buy	3,867 +680	+21%	+$49.7K	0.13%	113
2022 Q4	$238K	Buy	3,187 +1,400	+78%	+$102K	0.11%	122
2022 Q3	$119K	Hold	1,787	–	–	0.05%	147
2022 Q2	$129K	Buy	+1,787	New	+$134K	0.05%	154
2021 Q1	–	Sell	-27,576	Closed	-$1.86M	–	272
2020 Q4	$1.86M	Sell	27,576 -230	-0.8%	-$15.2K	0.48%	42
2020 Q3	$1.78M	Buy	27,806 +154	+0.6%	+$9.72K	0.61%	31
2020 Q2	$1.62M	Buy	27,652 +9,015	+48%	+$526K	0.63%	32
2020 Q1	$1.01M	Buy	18,637 +14,969	+408%	+$909K	0.49%	36
2019 Q4	$231K	Buy	3,668 +368	+11%	+$22.7K	0.17%	58
2019 Q3	$203K	Hold	3,300	–	–	0.14%	66
2019 Q2	$192K	Buy	+3,300	New	+$189K	0.15%	59
2018 Q3	–	Sell	-6,500	Closed	-$335K	–	176
2018 Q2	$335K	Hold	6,500	–	–	0.09%	54
2018 Q1	$342K	Buy	+6,500	New	+$358K	0.1%	52
2017 Q2	–	Sell	-4,152	Closed	-$215K	–	75
2017 Q1	$215K	Buy	+4,152	New	+$223K	0.07%	54

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Stelac Advisory Services's XLP Position: Q1 2024 in Review

Stelac Advisory Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 1,664 shares — an estimated $120K sold.

Stelac Advisory Services first reported a position in XLP in Q1 2017 and held it in 17 quarters. The position peaked at $1.86M in Q4 2020. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Stelac Advisory Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Stelac Advisory Services sold 1,664 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $120K.
Stelac Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and held it in 17 quarters.
Stelac Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.86M in Q4 2020.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on Stelac Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.