TD Ameritrade Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-409,329	Closed	-$30.4M	–	524
2023 Q2	$30.4M	Sell	409,329 -18,646	-4%	-$1.4M	0.32%	40
2023 Q1	$32M	Sell	427,975 -24,314	-5%	-$1.78M	0.33%	41
2022 Q4	$33.7M	Sell	452,289 -25,693	-5%	-$1.87M	0.34%	40
2022 Q3	$31.9M	Sell	477,982 -20,937	-4%	-$1.53M	0.32%	43
2022 Q2	$36M	Sell	498,919 -61,979	-11%	-$4.65M	0.32%	45
2022 Q1	$42.6M	Sell	560,898 -13,271	-2%	-$1,000K	0.32%	49
2021 Q4	$44.3M	Sell	574,169 -191,898	-25%	-$13.9M	0.31%	50
2021 Q3	$49.1M	Buy	766,067 +183,898	+32%	+$13.1M	0.4%	39
2021 Q2	$40.7M	Sell	582,169 -271,797	-32%	-$19M	0.29%	50
2021 Q1	$57.6M	Hold	853,966	–	–	0.44%	39
2020 Q4	$57.6M	Buy	853,966 +87,899	+11%	+$5.81M	0.44%	39
2020 Q3	$49.1M	Sell	766,067 -34,435	-4%	-$2.17M	0.4%	39
2020 Q2	$46.9M	Sell	800,502 -451,013	-36%	-$26.3M	0.39%	41
2020 Q1	$68.2M	Sell	1,251,515 -452,179	-27%	-$27.4M	0.63%	33
2019 Q4	$107M	Buy	1,703,694 +77,235	+5%	+$4.76M	0.82%	29
2019 Q3	$99.9M	Buy	1,626,459 +129,541	+9%	+$7.79M	0.8%	29
2019 Q2	$86.9M	Buy	1,496,918 +44,236	+3%	+$2.53M	0.71%	32
2019 Q1	$81.5M	Buy	1,452,682 +38,508	+3%	+$2.06M	0.68%	34
2018 Q4	$71.8M	Buy	1,414,174 +443,853	+46%	+$24.1M	0.66%	35
2018 Q3	$52.3M	Buy	970,321 +334,530	+53%	+$18M	0.43%	39
2018 Q2	$32.8M	Buy	635,791 +22,698	+4%	+$1.15M	0.28%	46
2018 Q1	$32.3M	Buy	613,093 +13,186	+2%	+$726K	0.35%	36
2017 Q4	$34.1M	Buy	599,907 +275,400	+85%	+$15.1M	0.39%	35
2017 Q3	$17.5M	Buy	324,507 +15,171	+5%	+$834K	0.22%	38
2017 Q2	$17M	Buy	309,336 +8,155	+3%	+$453K	0.23%	36
2017 Q1	$16.4M	Buy	301,181 +790	+0.3%	+$42.5K	0.24%	38
2016 Q4	$15.5M	Sell	300,391 -693,116	-70%	-$35.9M	0.26%	38
2016 Q3	$52.9M	Buy	993,507 +53,173	+6%	+$2.9M	0.91%	23
2016 Q2	$51.9M	Buy	940,334 +278,594	+42%	+$14.8M	0.97%	22
2016 Q1	$35.1M	Buy	661,740 +167,390	+34%	+$8.5M	0.7%	26
2015 Q4	$25M	Buy	494,350 +187,911	+61%	+$9.34M	0.52%	28
2015 Q3	$14.5M	Sell	306,439 -647,366	-68%	-$31.5M	0.31%	33
2015 Q2	$45.4M	Buy	953,805 +48,489	+5%	+$2.37M	0.93%	23
2015 Q1	$44.1M	Buy	905,316 +266,940	+42%	+$13.1M	0.94%	23
2014 Q4	$31M	Buy	638,376 +353,157	+124%	+$16.7M	0.71%	28
2014 Q3	$12.9M	Buy	285,219 +109,063	+62%	+$4.89M	0.31%	37
2014 Q2	$7.86M	Sell	176,156 -180,638	-51%	-$7.99M	0.2%	43
2014 Q1	$15.4M	Buy	356,794 +98,675	+38%	+$4.14M	0.43%	33
2013 Q4	$11.1M	Buy	258,119 +61,343	+31%	+$2.59M	0.34%	35
2013 Q3	$7.83M	Buy	196,776 +90,607	+85%	+$3.69M	0.27%	39
2013 Q2	$4.21M	Buy	+106,169	New	+$4.32M	0.16%	43

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

TD Ameritrade Investment Management's XLP Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 409,329 shares — an estimated $30.4M sold.

TD Ameritrade Investment Management first reported a position in XLP in Q2 2013 and held it in 41 quarters. The position peaked at $107M in Q4 2019. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

TD Ameritrade Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 409,329 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $30.4M.
TD Ameritrade Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 41 quarters.
TD Ameritrade Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $107M in Q4 2019.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.