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Wetzel Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-366
Closed -$27.9K – 910
2024
Q2 		$27.9K Buy
366
+4
+1% +$305 0.02% 300
2024
Q1 		$26.7K Sell
362
-4
-1% -$296 0.02% 328
2023
Q4 		$26K Buy
+366
New +$25.4K 0.02% 333

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wetzel Investment Advisors's XLP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 366 shares — an estimated $27.9K sold.

Wetzel Investment Advisors first reported a position in XLP in Q4 2023 and held it in 3 quarters. The position peaked at $27.9K in Q2 2024. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 366 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $27.9K.
  • Wetzel Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $27.9K in Q2 2024.
  • 1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.