Bedel Financial Consulting’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bedel Financial Consulting’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	-2,302	Closed	-$175K	–	938
2022 Q1	$175K	Hold	2,302	–	–	0.06%	197
2021 Q4	$178K	Sell	2,302 -31	-1%	-$2.25K	0.06%	204
2021 Q3	$161K	Buy	2,333 +31	+1%	+$2.21K	0.06%	209
2021 Q2	$161K	Hold	2,302	–	–	0.06%	204
2021 Q1	$157K	Hold	2,302	–	–	0.06%	202
2020 Q4	$155K	Hold	2,302	–	–	0.07%	175
2020 Q3	$148K	Hold	2,302	–	–	0.07%	168
2020 Q2	$135K	Hold	2,302	–	–	0.07%	169
2020 Q1	$125K	Hold	2,302	–	–	0.08%	161
2019 Q4	$145K	Hold	2,302	–	–	0.08%	172
2019 Q3	$141K	Hold	2,302	–	–	0.08%	170
2019 Q2	$134K	Hold	2,302	–	–	0.08%	173
2019 Q1	$129K	Hold	2,302	–	–	0.08%	170
2018 Q4	$117K	Hold	2,302	–	–	0.08%	168
2018 Q3	$122K	Hold	2,302	–	–	0.08%	182
2018 Q2	$119K	Hold	2,302	–	–	0.09%	175
2018 Q1	$121K	Buy	+2,302	New	+$127K	0.09%	179

Other funds holding XLP

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bedel Financial Consulting's XLP Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 2,302 shares — an estimated $175K sold.

Bedel Financial Consulting first reported a position in XLP in Q1 2018 and held it in 17 quarters. The position peaked at $178K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,302 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $175K.
Bedel Financial Consulting first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street Consumer Staples Select Sector SPDR ETF position peaked at $178K in Q4 2021.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.