Altium Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Altium Wealth Management’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 Q2	–	Sell	-3,232	Closed	-$245K	–	396
2022 Q1	$245K	Hold	3,232	–	–	0.02%	339
2021 Q4	$249K	Sell	3,232 -3	-0.1%	-$217	0.02%	340
2021 Q3	$223K	Sell	3,235 -2,927	-48%	-$209K	0.02%	346
2021 Q2	$431K	Hold	6,162	–	–	0.03%	255
2021 Q1	$421K	Buy	+6,162	New	+$405K	0.03%	250
2020 Q1	–	Sell	-43,045	Closed	-$2.71M	–	367
2019 Q4	$2.71M	Buy	43,045 +509	+1%	+$31.4K	0.32%	42
2019 Q3	$2.61M	Buy	42,536 +436	+1%	+$26.2K	0.35%	38
2019 Q2	$2.44M	Buy	+42,100	New	+$2.41M	0.35%	37

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Altium Wealth Management's XLP Position: Q2 2022 in Review

Altium Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 3,232 shares — an estimated $245K sold.

Altium Wealth Management first reported a position in XLP in Q2 2019 and held it in 8 quarters. The position peaked at $2.71M in Q4 2019. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Altium Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 3,232 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $245K.
Altium Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 8 quarters.
Altium Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.71M in Q4 2019.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.