TCM
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Tuttle Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tuttle Capital 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
-5,660
Closed -$420K – 73
2023
Q2 		$420K Sell
5,660
-514
-8% -$38.6K 1.98% 21
2023
Q1 		$461K Hold
6,174
– – 3% 15
2022
Q4 		$460K Hold
6,174
– – 1.82% 25
2022
Q3 		$412K Sell
6,174
-3,408
-36% -$250K 1.41% 28
2022
Q2 		$692K Buy
+9,582
New +$719K 1.93% 8
2017
Q4 		– Sell
-2,398
Closed -$129K – 86
2017
Q3 		$129K Sell
2,398
-7,096
-75% -$390K 0.13% 53
2017
Q2 		$522K Buy
+9,494
New +$528K 0.4% 50
2016
Q4 		– Sell
-1,942
Closed -$103K – 92
2016
Q3 		$103K Buy
+1,942
New +$106K 0.08% 66

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Barclays
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GBWM
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Envestnet Asset Management
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RJA
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return