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

TCI 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
2022 Q4	–	Sell	-593	Closed	-$40K	–	2667
2022 Q3	$40K	Buy	593 +443	+295%	+$32.5K	0.01%	431
2022 Q2	$11K	Hold	150	–	–	﹤0.01%	978
2022 Q1	$11K	Buy	+150	New	+$11.3K	﹤0.01%	1073
2021 Q3	–	Sell	-36	Closed	-$3K	–	2596
2021 Q2	$3K	Sell	36 -315	-90%	-$22.1K	﹤0.01%	1877
2021 Q1	$24K	Sell	351 -330	-48%	-$21.7K	0.01%	532
2020 Q4	$46K	Buy	681 +330	+94%	+$21.8K	0.02%	347
2020 Q3	$22K	Hold	351	–	–	0.01%	440
2020 Q2	$21K	Hold	351	–	–	0.01%	440
2020 Q1	$19K	Hold	351	–	–	0.01%	459
2019 Q4	$22K	Sell	351 -264	-43%	-$16.3K	0.01%	533
2019 Q3	$38K	Buy	615 +579	+1,608%	+$34.8K	0.02%	375
2019 Q2	$2K	Sell	36 -1	-3%	-$57	﹤0.01%	1088
2019 Q1	$2K	Buy	+37	New	+$1.98K	﹤0.01%	1100
2017 Q1	–	Sell	-36	Closed	-$2K	–	1393
2016 Q4	$2K	Buy	+36	New	+$1.86K	﹤0.01%	1065
2015 Q1	–	Sell	-414	Closed	-$20K	–	965
2014 Q4	$20K	Hold	414	–	–	0.01%	354
2014 Q3	$19K	Hold	414	–	–	0.01%	341
2014 Q2	$18K	Buy	+414	New	+$18.3K	0.01%	358

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

TCI Wealth Advisors's XLP Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 593 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in XLP in Q2 2014 and held it in 17 quarters. The position peaked at $46K in Q4 2020. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

TCI Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 593 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $40K.
TCI Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and held it in 17 quarters.
TCI Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $46K in Q4 2020.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.