Wulff, Hansen & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wulff, Hansen & Co’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 Q3	–	Sell	-2,755	Closed	-$204K	–	89
2023 Q2	$204K	Hold	2,755	–	–	0.23%	78
2023 Q1	$206K	Sell	2,755 -50	-2%	-$3.66K	0.23%	80
2022 Q4	$209K	Buy	+2,805	New	+$204K	0.25%	76
2022 Q3	–	Sell	-2,780	Closed	-$201K	–	90
2022 Q2	$201K	Hold	2,780	–	–	0.23%	83
2022 Q1	$211K	Buy	2,780 +100	+4%	+$7.53K	0.2%	84
2021 Q4	$207K	Buy	+2,680	New	+$194K	0.18%	90

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

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

Wulff, Hansen & Co's XLP Position: Q3 2023 in Review

Wulff, Hansen & Co sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 2,755 shares — an estimated $204K sold.

Wulff, Hansen & Co first reported a position in XLP in Q4 2021 and held it in 6 quarters. The position peaked at $211K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Wulff, Hansen & Co reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Wulff, Hansen & Co sold 2,755 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $204K.
Wulff, Hansen & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Wulff, Hansen & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $211K in Q1 2022.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Wulff, Hansen & Co's 13F filing for Q3 2023, filed 8 Nov 2023.