Beaumont Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Beaumont Asset 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
2021 Q2	–	Sell	-9,458	Closed	-$646K	–	73
2021 Q1	$646K	Buy	9,458 +188	+2%	+$12.4K	0.54%	31
2020 Q4	$625K	Buy	9,270 +325	+4%	+$21.5K	0.56%	29
2020 Q3	$573K	Sell	8,945 -72	-0.8%	-$4.55K	0.57%	33
2020 Q2	$528K	Buy	9,017 +5,237	+139%	+$306K	0.55%	33
2020 Q1	$205K	Buy	+3,780	New	+$229K	0.25%	45

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Asset Management's XLP Position: Q2 2021 in Review

Beaumont Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 9,458 shares — an estimated $646K sold.

Beaumont Asset Management first reported a position in XLP in Q1 2020 and held it in 5 quarters. The position peaked at $646K in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Beaumont Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Beaumont Asset Management sold 9,458 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $646K.
Beaumont Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Beaumont Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $646K in Q1 2021.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Beaumont Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.