Berkshire Money Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Berkshire Money 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 Q1	–	Sell	-10,403	Closed	-$702K	–	34
2020 Q4	$702K	Sell	10,403 -3,400	-25%	-$225K	0.13%	26
2020 Q3	$885K	Hold	13,803	–	–	0.18%	22
2020 Q2	$809K	Hold	13,803	–	–	0.18%	28
2020 Q1	$752K	Hold	13,803	–	–	0.18%	24
2019 Q4	$869K	Hold	13,803	–	–	0.17%	22
2019 Q3	$848K	Hold	13,803	–	–	0.18%	22
2019 Q2	$802K	Buy	+13,803	New	+$790K	0.17%	22

Other funds holding XLP

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

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

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

NAM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Berkshire Money Management's XLP Position: Q1 2021 in Review

Berkshire Money Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 10,403 shares — an estimated $702K sold.

Berkshire Money Management first reported a position in XLP in Q2 2019 and held it in 7 quarters. The position peaked at $885K in Q3 2020. 848 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Berkshire Money Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Berkshire Money Management sold 10,403 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $702K.
Berkshire Money Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 7 quarters.
Berkshire Money Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $885K in Q3 2020.
848 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Berkshire Money Management's 13F filing for Q1 2021, filed 20 Apr 2021.