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

TruWealth 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
2024 Q1	–	Sell	-2,876	Closed	-$207K	–	167
2023 Q4	$207K	Sell	2,876 -158	-5%	-$10.9K	0.02%	148
2023 Q3	$209K	Sell	3,034 -42,798	-93%	-$3.13M	0.02%	142
2023 Q2	$3.4M	Sell	45,832 -4,078	-8%	-$306K	0.29%	56
2023 Q1	$3.73M	Buy	49,910 +2,344	+5%	+$171K	0.34%	54
2022 Q4	$3.55M	Buy	47,566 +1,459	+3%	+$106K	0.35%	55
2022 Q3	$3.08M	Buy	46,107 +2,699	+6%	+$198K	0.33%	52
2022 Q2	$3.13M	Buy	+43,408	New	+$3.26M	0.34%	47

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruWealth Advisors's XLP Position: Q1 2024 in Review

TruWealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024, closing a stake of 2,876 shares — an estimated $207K sold.

TruWealth Advisors first reported a position in XLP in Q2 2022 and held it in 7 quarters. The position peaked at $3.73M in Q1 2023. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

TruWealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
TruWealth Advisors sold 2,876 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2024, an estimated $207K.
TruWealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
TruWealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.73M in Q1 2023.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

Based on TruWealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.