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

West 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
2022 Q4	–	Sell	-20,702	Closed	-$1.38M	–	200
2022 Q3	$1.38M	Sell	20,702 -2,184	-10%	-$160K	0.41%	27
2022 Q2	$1.65M	Buy	22,886 +2,792	+14%	+$210K	0.48%	21
2022 Q1	$1.52M	Buy	+20,094	New	+$1.51M	0.4%	23

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 $235B AUM 32.99% 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 $374B AUM 17.66% 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

West Financial Advisors's XLP Position: Q4 2022 in Review

West Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 20,702 shares — an estimated $1.38M sold.

West Financial Advisors first reported a position in XLP in Q1 2022 and held it in 3 quarters. The position peaked at $1.65M in Q2 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

West Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 20,702 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $1.38M.
West Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
West Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.65M 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 West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.