Braun-Bostich & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Braun-Bostich & Associates’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	-3,962	Closed	-$267K	–	68
2020 Q4	$267K	Sell	3,962 -17,876	-82%	-$1.18M	0.54%	46
2020 Q3	$1.4M	Sell	21,838 -3,581	-14%	-$226K	1.39%	16
2020 Q2	$1.49M	Sell	25,419 -82	-0.3%	-$4.79K	1.46%	11
2020 Q1	$1.37M	Sell	25,501 -1,092	-4%	-$66.3K	1.74%	9
2019 Q4	$1.66M	Sell	26,593 -786	-3%	-$48.4K	1.64%	11
2019 Q3	$1.68M	Sell	27,379 -442	-2%	-$26.6K	1.96%	10
2019 Q2	$1.62M	Sell	27,821 -530	-2%	-$30.3K	1.69%	9
2019 Q1	$1.59M	Buy	+28,351	New	+$1.52M	1.66%	8

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

Braun-Bostich & Associates's XLP Position: Q1 2021 in Review

Braun-Bostich & Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 3,962 shares — an estimated $267K sold.

Braun-Bostich & Associates first reported a position in XLP in Q1 2019 and held it in 8 quarters. The position peaked at $1.68M in Q3 2019. 848 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Braun-Bostich & Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Braun-Bostich & Associates sold 3,962 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $267K.
Braun-Bostich & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 8 quarters.
Braun-Bostich & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.68M in Q3 2019.
848 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Braun-Bostich & Associates's 13F filing for Q1 2021, filed 14 May 2021.