AHS
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Aspiriant Holdings S3’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Aspiriant Holdings S3’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
2015
Q4 		$236K Buy
+4,675
New +$232K 0.1% 107
2015
Q2 		– Sell
-4,500
Closed -$219K – 113
2015
Q1 		$219K Sell
4,500
-1,395
-24% -$68.5K 0.09% 106
2014
Q4 		$286K Sell
5,895
-425
-7% -$20.1K 0.12% 101
2014
Q3 		$285K Sell
6,320
-985
-13% -$44.2K 0.11% 96
2014
Q2 		$326K Sell
7,305
-14,260
-66% -$631K 0.13% 96
2014
Q1 		$929K Sell
21,565
-350
-2% -$14.7K 0.39% 69
2013
Q4 		$942K Sell
21,915
-390
-2% -$16.4K 0.37% 70
2013
Q3 		$888K Sell
22,305
-1,880
-8% -$76.6K 0.37% 66
2013
Q2 		$959K Buy
+24,185
New +$984K 0.43% 61

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return