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

WestHill 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	-348	Closed	-$23.9K	–	119
2023 Q3	$23.9K	Hold	348	–	–	0.01%	94
2023 Q2	$25.8K	Hold	348	–	–	0.01%	91
2023 Q1	$26K	Hold	348	–	–	0.01%	88
2022 Q4	$25.9K	Hold	348	–	–	0.01%	94
2022 Q3	$23K	Hold	348	–	–	0.01%	89
2022 Q2	$25K	Hold	348	–	–	0.01%	89
2022 Q1	$26K	Hold	348	–	–	0.01%	97
2021 Q4	$27K	Hold	348	–	–	0.01%	100
2021 Q3	$24K	Buy	+348	New	+$24.8K	0.01%	85
2021 Q1	$24K	Buy	+348	New	+$22.9K	0.01%	74

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

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

RJA

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

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

NAM

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WestHill Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 348 shares — an estimated $23.9K sold.

WestHill Financial Advisors first reported a position in XLP in Q1 2021 and held it in 10 quarters. The position peaked at $27K in Q4 2021. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

WestHill Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 348 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $23.9K.
WestHill Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
WestHill Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $27K 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 WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.