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

Steward 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
2023 Q3	$63K	Hold	919	–	–	0.02%	127
2023 Q2	$68K	Buy	919 +38	+4%	+$2.85K	0.02%	119
2023 Q1	$65K	Hold	881	–	–	0.02%	82
2022 Q4	$65K	Buy	+881	New	+$64.2K	0.03%	66
2022 Q3	–	Sell	-881	Closed	-$63K	–	1355
2022 Q2	$63K	Hold	881	–	–	0.05%	74
2022 Q1	$66K	Hold	881	–	–	0.06%	68
2021 Q4	$67K	Buy	+881	New	+$63.9K	0.06%	63

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Financial Group's XLP Position: Q3 2023 in Review

Steward Financial Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2023 at 919 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #127.

Steward Financial Group first reported a position in XLP in Q4 2021 and has held it in 7 quarters since. The position peaked at $68K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Steward Financial Group held 919 shares of State Street Consumer Staples Select Sector SPDR ETF worth $63K as of Q3 2023.
Steward Financial Group left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #127 holding.
Steward Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $68K in Q2 2023.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.