Bulltick Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bulltick Wealth 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 Q4	–	Sell	-6,192	Closed	-$426K	–	163
2021 Q3	$426K	Buy	6,192 +890	+17%	+$63.4K	0.1%	82
2021 Q2	$371K	Buy	+5,302	New	+$371K	0.09%	85
2021 Q1	–	Sell	-3,207	Closed	-$216K	–	136
2020 Q4	$216K	Buy	+3,207	New	+$212K	0.06%	98

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bulltick Wealth Management's XLP Position: Q4 2021 in Review

Bulltick Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2021, closing a stake of 6,192 shares — an estimated $426K sold.

Bulltick Wealth Management first reported a position in XLP in Q4 2020 and held it in 3 quarters. The position peaked at $426K in Q3 2021. 976 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

Bulltick Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Bulltick Wealth Management sold 6,192 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $426K.
Bulltick Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Bulltick Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $426K in Q3 2021.
976 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

Based on Bulltick Wealth Management's 13F filing for Q4 2021, filed 25 Apr 2024.