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TCWM
Total Clarity Wealth Management’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Total Clarity Wealth Management’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-5,617
Closed
-$387K
–
256
2023
Q3
$387K
Sell
5,617
-987
-15%
-$72.2K
0.19%
135
2023
Q2
$490K
Sell
6,604
-45
-0.7%
-$3.38K
0.24%
104
2023
Q1
$497K
Sell
6,649
-2,876
-30%
-$210K
0.27%
89
2022
Q4
$710K
Buy
9,525
+5,103
+115%
+$372K
0.36%
70
2022
Q3
$295K
Buy
4,422
+2,198
+99%
+$161K
0.18%
154
2022
Q2
$161K
Buy
+2,224
New
+$167K
0.08%
234
2022
Q1
–
Sell
-1,845
Closed
-$142K
–
931
2021
Q4
$142K
Buy
1,845
+18
+1%
+$1.3K
0.06%
263
2021
Q3
$126K
Buy
+1,827
New
+$130K
0.06%
275
2021
Q2
–
Sell
-289
Closed
-$20K
–
760
2021
Q1
$20K
Buy
+289
New
+$19K
0.01%
464
2020
Q1
–
Sell
-357
Closed
-$23K
–
640
2019
Q4
$23K
Buy
+357
New
+$22K
0.02%
381
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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