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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 – 490
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 0.81% 36
2018
Q3 		$1.83M Buy
+33,963
New +$1.82M 0.48% 54

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return