Ulrich Consultants & Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Ulrich Consultants & Investment Group’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
2022 Q4	–	Sell	-107,188	Closed	-$7.15M	–	53
2022 Q3	$7.15M	Buy	107,188 +685	+0.6%	+$50.2K	5.52%	6
2022 Q2	$7.69M	Buy	+106,503	New	+$7.99M	4.21%	6

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ulrich Consultants & Investment Group's XLP Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 107,188 shares — an estimated $7.15M sold.

Ulrich Consultants & Investment Group first reported a position in XLP in Q2 2022 and held it in 2 quarters. The position peaked at $7.69M in Q2 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Ulrich Consultants & Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Ulrich Consultants & Investment Group sold 107,188 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $7.15M.
Ulrich Consultants & Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Ulrich Consultants & Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.69M in Q2 2022.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.