Sugarloaf Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sugarloaf 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
2022 Q4	–	Sell	-1	Closed	-$1K	–	878
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	814
2022 Q2	$0	Buy	+1	New	+$75	﹤0.01%	841
2021 Q1	–	Sell	-1	Closed	-$66	–	791
2020 Q4	$0	Hold	1	–	–	﹤0.01%	757
2020 Q3	$0	Sell	1 -35	-97%	-$2.21K	﹤0.01%	729
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	622
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	623
2019 Q4	$2K	Buy	+36	New	+$2.22K	﹤0.01%	650

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Sugarloaf Wealth Management's XLP Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in XLP in Q4 2019 and held it in 7 quarters. The position peaked at $2K in Q2 2020. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Sugarloaf Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 1 State Street Consumer Staples Select Sector SPDR ETF share in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 7 quarters.
Sugarloaf Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2K in Q2 2020.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.