WFA
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return