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

TRUADVICE’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	$456K	Buy	+6,607	New	+$484K	0.18%	139

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

TRUADVICE's XLP Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023: 6,607 shares worth $456K. The stake represents 0.18% of the portfolio and ranks #139 among its holdings.

1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

TRUADVICE held 6,607 shares of State Street Consumer Staples Select Sector SPDR ETF worth $456K as of Q3 2023.
State Street Consumer Staples Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of TRUADVICE's portfolio in Q3 2023, its #139 holding.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.