WR Wealth Planners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

WR Wealth Planners’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 Q4	$4.09K	Sell	52 -62	-54%	-$5.03K	﹤0.01%	735
2024 Q3	$9.46K	Hold	114	–	–	﹤0.01%	640
2024 Q2	$8.73K	Hold	114	–	–	﹤0.01%	617
2024 Q1	$8.71K	Buy	+114	New	+$8.43K	﹤0.01%	623
2023 Q4	–	Sell	-628	Closed	-$43.2K	–	876
2023 Q3	$43.2K	Hold	628	–	–	0.02%	336
2023 Q2	$46.6K	Buy	628 +531	+547%	+$39.9K	0.02%	327
2023 Q1	$7.25K	Buy	+97	New	+$7.09K	﹤0.01%	624
2022 Q3	–	Sell	-17	Closed	-$1.23K	–	564
2022 Q2	$1.23K	Buy	+17	New	+$1.28K	﹤0.01%	448

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's XLP Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 54% in Q4 2024, selling an estimated $5.03K and leaving 52 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

WR Wealth Planners first reported a position in XLP in Q2 2022 and has held it in 8 quarters since. The position peaked at $46.6K in Q2 2023. 1,196 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

WR Wealth Planners held 52 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.09K as of Q4 2024.
WR Wealth Planners sold 62 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $5.03K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #735 holding.
WR Wealth Planners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and has held it in 8 quarters since.
WR Wealth Planners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $46.6K in Q2 2023.
1,196 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.