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

Wipfli 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 Q3	$154K	Buy	+2,312	New	+$169K	0.01%	540

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wipfli Financial Advisors's XLP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022: 2,312 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings.

1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

Wipfli Financial Advisors held 2,312 shares of State Street Consumer Staples Select Sector SPDR ETF worth $154K as of Q3 2022.
State Street Consumer Staples Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #540 holding.
1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.