Boston Private Bank & Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$50K Hold
1,035
﹤0.01% 566
2014
Q4
$50K Sell
1,035
-75
-7% -$3.55K ﹤0.01% 578
2014
Q3
$50K Sell
1,110
-2,990
-73% -$134K ﹤0.01% 586
2014
Q2
$183K Buy
+4,100
New +$181K 0.01% 405
2013
Q3
Sell
-627
Closed -$25K 1007
2013
Q2
$25K Buy
+627
New +$25.5K ﹤0.01% 642

Other funds holding XLP

Boston Private Bank & Trust's XLP Position: Q1 2015 in Review

Boston Private Bank & Trust held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2015 at 1,035 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Boston Private Bank & Trust first reported a position in XLP in Q2 2013 and has held it in 5 quarters since. The position peaked at $183K in Q2 2014. 421 funds tracked by Wall St. Rank hold XLP as of Q1 2015.

  • Boston Private Bank & Trust held 1,035 shares of State Street Consumer Staples Select Sector SPDR ETF worth $50K as of Q1 2015.
  • Boston Private Bank & Trust left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2015.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #566 holding.
  • Boston Private Bank & Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 5 quarters since.
  • Boston Private Bank & Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $183K in Q2 2014.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.