Sutton Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sutton Wealth 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
2023 Q3	$714K	Sell	10,371 -148	-1%	-$10.8K	0.35%	52
2023 Q2	$780K	Hold	10,519	–	–	0.38%	49
2023 Q1	$786K	Sell	10,519 -480	-4%	-$35.1K	0.42%	43
2022 Q4	$820K	Sell	10,999 -24	-0.2%	-$1.75K	0.31%	56
2022 Q3	$736K	Hold	11,023	–	–	0.3%	60
2022 Q2	$796K	Hold	11,023	–	–	0.32%	56
2022 Q1	$837K	Hold	11,023	–	–	0.29%	60
2021 Q4	$850K	Sell	11,023 -136	-1%	-$9.86K	0.28%	61
2021 Q3	$768K	Sell	11,159 -42	-0.4%	-$2.99K	0.28%	61
2021 Q2	$784K	Sell	11,201 -43	-0.4%	-$3.01K	0.29%	61
2021 Q1	$768K	Sell	11,244 -4	-0%	-$263	0.3%	57
2020 Q4	$759K	Sell	11,248 -148	-1%	-$9.78K	0.32%	52
2020 Q3	$730K	Sell	11,396 -26	-0.2%	-$1.64K	0.35%	50
2020 Q2	$670K	Sell	11,422 -84	-0.7%	-$4.9K	0.35%	50
2020 Q1	$627K	Hold	11,506	–	–	0.39%	50
2019 Q4	$725K	Sell	11,506 -19	-0.2%	-$1.17K	0.37%	51
2019 Q3	$708K	Buy	11,525 +48	+0.4%	+$2.89K	0.4%	49
2019 Q2	$666K	Sell	11,477 -110	-0.9%	-$6.3K	0.38%	46
2019 Q1	$650K	Hold	11,587	–	–	0.38%	46
2018 Q4	$588K	Sell	11,587 -2,137	-16%	-$116K	0.38%	46
2018 Q3	$740K	Buy	13,724 +1,800	+15%	+$96.6K	0.48%	34
2018 Q2	$614K	Sell	11,924 -50	-0.4%	-$2.54K	0.43%	38
2018 Q1	$630K	Buy	11,974 +50	+0.4%	+$2.75K	0.45%	38
2017 Q4	$678K	Sell	11,924 -37	-0.3%	-$2.03K	0.5%	36
2017 Q3	$646K	Sell	11,961 -36	-0.3%	-$1.98K	0.49%	38
2017 Q2	$659K	Sell	11,997 -118	-1%	-$6.56K	0.52%	35
2017 Q1	$661K	Hold	12,115	–	–	0.55%	30
2016 Q4	$626K	Sell	12,115 -2,208	-15%	-$114K	0.56%	30
2016 Q3	$762K	Sell	14,323 -1,430	-9%	-$77.9K	0.7%	21
2016 Q2	$869K	Buy	15,753 +220	+1%	+$11.7K	0.82%	18
2016 Q1	$824K	Buy	+15,533	New	+$789K	0.78%	21

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

Sutton Wealth Advisors's XLP Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q3 2023, selling an estimated $10.8K and leaving 10,371 shares worth $714K. The position accounts for 0.35% of the portfolio, ranked #52.

Sutton Wealth Advisors first reported a position in XLP in Q1 2016 and has held it in 31 quarters since. The position peaked at $869K in Q2 2016. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Sutton Wealth Advisors held 10,371 shares of State Street Consumer Staples Select Sector SPDR ETF worth $714K as of Q3 2023.
Sutton Wealth Advisors sold 148 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $10.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.35% of Sutton Wealth Advisors's portfolio in Q3 2023, its #52 holding.
Sutton Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $869K in Q2 2016.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.