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Access Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Access Financial Services’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
2020
Q1 		– Sell
-20,784
Closed -$1.31M – 78
2019
Q4 		$1.31M Buy
20,784
+598
+3% +$36.8K 0.76% 44
2019
Q3 		$1.24M Buy
+20,186
New +$1.21M 0.88% 37

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Access Financial Services's XLP Position: Q1 2020 in Review

Access Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2020, closing a stake of 20,784 shares — an estimated $1.31M sold.

Access Financial Services first reported a position in XLP in Q3 2019 and held it in 2 quarters. The position peaked at $1.31M in Q4 2019. 755 funds tracked by Wall St. Rank hold XLP as of Q1 2020.

  • Access Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Access Financial Services sold 20,784 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2020, an estimated $1.31M.
  • Access Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Access Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.31M in Q4 2019.
  • 755 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2020.

Based on Access Financial Services's 13F filing for Q1 2020, filed 16 Apr 2020.