Summit Place Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Summit Place Financial Advisors’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	-3,650	Closed	-$244K	–	91
2022 Q3	$244K	Buy	3,650 +135	+4%	+$9.89K	0.23%	80
2022 Q2	$254K	Sell	3,515 -550	-14%	-$41.3K	0.21%	90
2022 Q1	$308K	Buy	4,065 +115	+3%	+$8.66K	0.21%	93
2021 Q4	$305K	Sell	3,950 -775	-16%	-$56.2K	0.21%	88
2021 Q3	$325K	Hold	4,725	–	–	0.24%	89
2021 Q2	$331K	Sell	4,725 -25	-0.5%	-$1.75K	0.24%	86
2021 Q1	$324K	Sell	4,750 -7,370	-61%	-$485K	0.26%	87
2020 Q4	$817K	Sell	12,120 -6,628	-35%	-$438K	0.71%	53
2020 Q3	$1.2M	Buy	18,748 +1,200	+7%	+$75.8K	1.21%	37
2020 Q2	$1.03M	Buy	17,548 +7,240	+70%	+$423K	1.63%	28
2020 Q1	$561K	Sell	10,308 -3,551	-26%	-$216K	1.2%	29
2019 Q4	$873K	Buy	+13,859	New	+$854K	1.38%	29

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Place Financial Advisors's XLP Position: Q4 2022 in Review

Summit Place Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 3,650 shares — an estimated $244K sold.

Summit Place Financial Advisors first reported a position in XLP in Q4 2019 and held it in 12 quarters. The position peaked at $1.2M in Q3 2020. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Summit Place Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 3,650 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $244K.
Summit Place Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Summit Place Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.2M in Q3 2020.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Summit Place Financial Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.