TAP Consulting’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TAP Consulting’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 Q4	–	Sell	-36,065	Closed	-$2.48M	–	149
2023 Q3	$2.48M	Sell	36,065 -943	-3%	-$69K	0.64%	44
2023 Q2	$2.74M	Buy	37,008 +1,338	+4%	+$100K	0.67%	42
2023 Q1	$2.66M	Buy	35,670 +1,791	+5%	+$131K	0.65%	43
2022 Q4	$2.53M	Buy	+33,879	New	+$2.47M	0.66%	46
2022 Q1	–	Sell	-376	Closed	-$29K	–	548
2021 Q4	$29K	Buy	+376	New	+$27.3K	0.01%	327

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

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

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

NAM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TAP Consulting's XLP Position: Q4 2023 in Review

TAP Consulting sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 36,065 shares — an estimated $2.48M sold.

TAP Consulting first reported a position in XLP in Q4 2021 and held it in 5 quarters. The position peaked at $2.74M in Q2 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

TAP Consulting reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
TAP Consulting sold 36,065 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $2.48M.
TAP Consulting first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
TAP Consulting's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.74M in Q2 2023.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on TAP Consulting's 13F filing for Q4 2023, filed 2 Feb 2024.