Bank Julius Baer & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bank Julius Baer & 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
2022 Q1	–	Sell	-7,926	Closed	-$611K	–	823
2021 Q4	$611K	Sell	7,926 -8,972	-53%	-$650K	﹤0.01%	402
2021 Q3	$1.16M	Sell	16,898 -8,141	-33%	-$580K	0.01%	314
2021 Q2	$1.75M	Buy	25,039 +18,627	+291%	+$1.3M	0.01%	296
2021 Q1	$438K	Sell	6,412 -141,861	-96%	-$9.33M	﹤0.01%	469
2020 Q4	$10M	Sell	148,273 -11,667	-7%	-$771K	0.08%	141
2020 Q3	$10.3M	Buy	159,940 +55,520	+53%	+$3.51M	0.1%	121
2020 Q2	$6.13M	Buy	+104,420	New	+$6.09M	0.07%	137

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

NAM

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

VMPIC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co's XLP Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2022, closing a stake of 7,926 shares — an estimated $611K sold.

Bank Julius Baer & Co first reported a position in XLP in Q2 2020 and held it in 7 quarters. The position peaked at $10.3M in Q3 2020. 1,039 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Bank Julius Baer & Co reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 7,926 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $611K.
Bank Julius Baer & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 7 quarters.
Bank Julius Baer & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.3M in Q3 2020.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.