Arcadia Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Arcadia Investment 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
2017 Q2	–	Sell	-510	Closed	-$28K	–	424
2017 Q1	$28K	Hold	510	–	–	0.01%	287
2016 Q4	$26K	Hold	510	–	–	0.01%	249
2016 Q3	$27K	Hold	510	–	–	0.01%	245
2016 Q2	$28K	Hold	510	–	–	0.01%	279
2016 Q1	$27K	Hold	510	–	–	0.01%	198
2015 Q4	$26K	Buy	+510	New	+$25.3K	0.01%	206

Other funds holding XLP

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ECM

Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return

Arcadia Investment Management's XLP Position: Q2 2017 in Review

Arcadia Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2017, closing a stake of 510 shares — an estimated $28K sold.

Arcadia Investment Management first reported a position in XLP in Q4 2015 and held it in 6 quarters. The position peaked at $28K in Q1 2017. 495 funds tracked by Wall St. Rank hold XLP as of Q2 2017.

Arcadia Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Arcadia Investment Management sold 510 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2017, an estimated $28K.
Arcadia Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 6 quarters.
Arcadia Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $28K in Q1 2017.
495 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.