Tyler-Stone Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-860	Closed	-$65.9K	–	960
2024 Q2	$65.9K	Hold	860	–	–	0.03%	335
2024 Q1	$65.7K	Sell	860 -287	-25%	-$21.2K	0.03%	334
2023 Q4	$82.6K	Buy	1,147 +2	+0.2%	+$139	0.04%	286
2023 Q3	$79K	Sell	1,145 -701	-38%	-$51.3K	0.05%	279
2023 Q2	$137K	Buy	+1,846	New	+$139K	0.08%	205
2022 Q4	$144K	Buy	1,938 +23	+1%	+$1.68K	0.1%	188
2022 Q3	$128K	Buy	1,915 +2	+0.1%	+$147	0.1%	185
2022 Q2	$138K	Buy	1,913 +15	+0.8%	+$1.13K	0.09%	196
2022 Q1	$144K	Buy	1,898 +327	+21%	+$24.6K	0.08%	213
2021 Q4	$121K	Buy	+1,571	New	+$114K	0.06%	244

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

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

Tyler-Stone Wealth Management's XLP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 860 shares — an estimated $65.9K sold.

Tyler-Stone Wealth Management first reported a position in XLP in Q4 2021 and held it in 10 quarters. The position peaked at $144K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 860 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $65.9K.
Tyler-Stone Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $144K in Q4 2022.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.