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Cahill Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cahill Financial Advisors’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
-197
Closed -$14K – 802
2021
Q3 		$14K Buy
+197
New +$14K ﹤0.01% 509

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cahill Financial Advisors's XLP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2021, closing a stake of 197 shares — an estimated $14K sold.

Cahill Financial Advisors first reported a position in XLP in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 975 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 197 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $14K.
  • Cahill Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14K in Q3 2021.
  • 975 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.