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

WealthSource 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 Q1	–	Sell	-7,305	Closed	-$545K	–	514
2022 Q4	$545K	Sell	7,305 -667	-8%	-$48.6K	0.04%	289
2022 Q3	$532K	Buy	+7,972	New	+$584K	0.04%	293
2020 Q1	–	Sell	-3,210	Closed	-$202K	–	449
2019 Q4	$202K	Buy	+3,210	New	+$198K	0.03%	399
2019 Q2	–	Sell	-5,984	Closed	-$336K	–	489
2019 Q1	$336K	Sell	5,984 -49,050	-89%	-$2.62M	0.08%	234
2018 Q4	$2.79M	Buy	55,034 +21,071	+62%	+$1.14M	0.8%	36
2018 Q3	$1.83M	Buy	+33,963	New	+$1.82M	0.48%	54

Other funds holding XLP

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

WealthSource Partners's XLP Position: Q1 2023 in Review

WealthSource Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 7,305 shares — an estimated $545K sold.

WealthSource Partners first reported a position in XLP in Q3 2018 and held it in 6 quarters. The position peaked at $2.79M in Q4 2018. 1,065 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

WealthSource Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
WealthSource Partners sold 7,305 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $545K.
WealthSource Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
WealthSource Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.79M in Q4 2018.
1,065 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on WealthSource Partners's 13F filing for Q1 2023, filed 15 May 2023.