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

Voya Financial 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
2023 Q4	–	Sell	-4,258	Closed	-$294K	–	237
2023 Q3	$294K	Sell	4,258 -42	-1%	-$3.07K	0.04%	184
2023 Q2	$316K	Buy	4,300 +336	+8%	+$25.2K	0.04%	184
2023 Q1	$294K	Buy	+3,964	New	+$290K	0.04%	186
2022 Q2	–	Sell	-13,516	Closed	-$1.03M	–	272
2022 Q1	$1.03M	Sell	13,516 -17,558	-57%	-$1.32M	0.12%	89
2021 Q4	$2.38M	Buy	31,074 +10,005	+47%	+$725K	0.27%	29
2021 Q3	$1.48M	Sell	21,069 -4,013	-16%	-$286K	0.18%	53
2021 Q2	$1.74M	Sell	25,082 -9,565	-28%	-$670K	0.23%	33
2021 Q1	$2.37M	Buy	34,647 +10,051	+41%	+$661K	0.09%	182
2020 Q4	$1.65M	Buy	24,596 +1,288	+6%	+$85.1K	0.07%	209
2020 Q3	$1.48M	Sell	23,308 -2,083	-8%	-$132K	0.07%	207
2020 Q2	$1.48M	Buy	25,391 +20,947	+471%	+$1.22M	0.08%	196
2020 Q1	$247K	Sell	4,444 -14,260	-76%	-$866K	0.01%	489
2019 Q4	$1.18M	Sell	18,704 -14,852	-44%	-$915K	0.06%	237
2019 Q3	$2.05M	Buy	33,556 +14,473	+76%	+$870K	0.11%	139
2019 Q2	$1.11M	Sell	19,083 -13,736	-42%	-$786K	0.06%	222
2019 Q1	$1.83M	Buy	32,819 +20,522	+167%	+$1.1M	0.11%	155
2018 Q4	$622K	Buy	12,297 +8,513	+225%	+$462K	0.04%	276
2018 Q3	$204K	Buy	+3,784	New	+$203K	0.01%	566
2018 Q2	–	Sell	-4,188	Closed	-$219K	–	582
2018 Q1	$219K	Sell	4,188 -3,244	-44%	-$179K	0.01%	507
2017 Q4	$423K	Buy	7,432 +761	+11%	+$41.8K	0.03%	351
2017 Q3	$360K	Sell	6,671 -5,907	-47%	-$325K	0.02%	364
2017 Q2	$690K	Buy	12,578 +6,999	+125%	+$389K	0.05%	260
2017 Q1	$306K	Sell	5,579 -2,175	-28%	-$117K	0.02%	379
2016 Q4	$403K	Buy	7,754 +1,838	+31%	+$95.2K	0.04%	311
2016 Q3	$312K	Buy	5,916 +1,576	+36%	+$85.8K	0.03%	324
2016 Q2	$234K	Sell	4,340 -2,201	-34%	-$117K	0.03%	357
2016 Q1	$349K	Buy	+6,541	New	+$332K	0.05%	246

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJA

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

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

NAM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Voya Financial Advisors's XLP Position: Q4 2023 in Review

Voya Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 4,258 shares — an estimated $294K sold.

Voya Financial Advisors first reported a position in XLP in Q1 2016 and held it in 27 quarters. The position peaked at $2.38M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Voya Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Voya Financial Advisors sold 4,258 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $294K.
Voya Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 27 quarters.
Voya Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.38M in Q4 2021.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Voya Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.