WealthPLAN Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

WealthPLAN Partners’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	-45	Closed	-$3.34K	–	1195
2023 Q2	$3.34K	Hold	45	–	–	﹤0.01%	979
2023 Q1	$3.36K	Buy	+45	New	+$3.29K	﹤0.01%	1051
2017 Q2	–	Sell	-225	Closed	-$12.3K	–	435
2017 Q1	$12.3K	Buy	+225	New	+$12.1K	0.04%	239
2016 Q3	$252K	Buy	4,808 +835	+21%	+$45.5K	0.08%	131
2016 Q2	$175K	Buy	+3,973	New	+$211K	0.02%	419
2015 Q4	$170K	Buy	+3,376	New	+$168K	0.03%	302

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

WealthPLAN Partners's XLP Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 45 shares — an estimated $3.34K sold.

WealthPLAN Partners first reported a position in XLP in Q4 2015 and held it in 6 quarters. The position peaked at $252K in Q3 2016. 1,039 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

WealthPLAN Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 45 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $3.34K.
WealthPLAN Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $252K in Q3 2016.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.