Wolff Wiese Magana’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wolff Wiese Magana’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	-195	Closed	-$13.4K	–	850
2023 Q3	$13.4K	Buy	195 +10	+5%	+$732	0.01%	311
2023 Q2	$13.7K	Sell	185 -20	-10%	-$1.5K	0.01%	314
2023 Q1	$15.3K	Hold	205	–	–	0.01%	303
2022 Q4	$15.3K	Hold	205	–	–	0.01%	294
2022 Q3	$14K	Buy	+205	New	+$15K	0.01%	451
2021 Q1	–	Sell	-2,443	Closed	-$165K	–	779
2020 Q4	$165K	Buy	+2,443	New	+$161K	0.14%	132

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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 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) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wolff Wiese Magana's XLP Position: Q4 2023 in Review

Wolff Wiese Magana sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 195 shares — an estimated $13.4K sold.

Wolff Wiese Magana first reported a position in XLP in Q4 2020 and held it in 6 quarters. The position peaked at $165K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Wolff Wiese Magana reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 195 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $13.4K.
Wolff Wiese Magana first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Wolff Wiese Magana's State Street Consumer Staples Select Sector SPDR ETF position peaked at $165K in Q4 2020.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.