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BFC
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
Goldman Sachs
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$63.6B AUM
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1-Year Est. Return
NAM
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$18.9B AUM
27.21%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Barclays
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$280B AUM
33.63%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
VMPIC
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$17B AUM
24.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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