Stuart Chaussee & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Stuart Chaussee & Associates’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
2022 Q3	–	Sell	-100	Closed	-$7K	–	155
2022 Q2	$7K	Hold	100	–	–	0.02%	120
2022 Q1	$8K	Buy	+100	New	+$7.53K	﹤0.01%	132
2018 Q1	–	Sell	-442,984	Closed	-$25.2M	–	124
2017 Q4	$25.2M	Buy	442,984 +442,299	+64,569%	+$24.3M	18.21%	4
2017 Q3	$37K	Sell	685 -2,740	-80%	-$151K	0.03%	41
2017 Q2	$188K	Hold	3,425	–	–	0.14%	16
2017 Q1	$187K	Buy	+3,425	New	+$184K	0.18%	14
2016 Q1	–	Sell	-808,279	Closed	-$40.8M	–	97
2015 Q4	$40.8M	Buy	+808,279	New	+$40.2M	38.32%	1

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stuart Chaussee & Associates's XLP Position: Q3 2022 in Review

Stuart Chaussee & Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 100 shares — an estimated $7K sold.

Stuart Chaussee & Associates first reported a position in XLP in Q4 2015 and held it in 7 quarters. The position peaked at $40.8M in Q4 2015. 1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Stuart Chaussee & Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $7K.
Stuart Chaussee & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 7 quarters.
Stuart Chaussee & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $40.8M in Q4 2015.
1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2022, filed 18 Oct 2022.