Tanglewood Legacy Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tanglewood Legacy 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
2024 Q2	–	Sell	-700	Closed	-$53.5K	–	298
2024 Q1	$53.5K	Sell	700 -56	-7%	-$4.14K	0.03%	157
2023 Q4	$54.5K	Sell	756 -3,700	-83%	-$256K	0.03%	147
2023 Q3	$307K	Buy	4,456 +1	+0%	+$73	0.18%	64
2023 Q2	$330K	Hold	4,455	–	–	0.19%	62
2023 Q1	$333K	Buy	4,455 +23	+0.5%	+$1.68K	0.21%	56
2022 Q4	$330K	Buy	+4,432	New	+$323K	0.23%	43

Other funds holding XLP

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Tanglewood Legacy Advisors's XLP Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 700 shares — an estimated $53.5K sold.

Tanglewood Legacy Advisors first reported a position in XLP in Q4 2022 and held it in 6 quarters. The position peaked at $333K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Tanglewood Legacy Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Tanglewood Legacy Advisors sold 700 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $53.5K.
Tanglewood Legacy Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Tanglewood Legacy Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $333K in Q1 2023.
1,074 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.