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

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 $1.55T 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Total Clarity Wealth Management's XLP Position: Q4 2023 in Review

Total Clarity Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 5,617 shares — an estimated $387K sold.

Total Clarity Wealth Management first reported a position in XLP in Q4 2019 and held it in 10 quarters. The position peaked at $710K in Q4 2022. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Total Clarity Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,617 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $387K.
Total Clarity Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $710K in Q4 2022.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Total Clarity Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.