Cairn Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cairn Investment Group’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
2023 Q1	–	Sell	-62,858	Closed	-$4.69M	–	73
2022 Q4	$4.69M	Buy	62,858 +1,243	+2%	+$90.6K	3.49%	6
2022 Q3	$4.11M	Buy	61,615 +170	+0.3%	+$12.5K	3.32%	6
2022 Q2	$4.43M	Buy	61,445 +100	+0.2%	+$7.51K	3.45%	5
2022 Q1	$4.67M	Buy	+61,345	New	+$4.62M	2.95%	6

Other funds holding XLP

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cairn Investment Group's XLP Position: Q1 2023 in Review

Cairn Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2023, closing a stake of 62,858 shares — an estimated $4.69M sold.

Cairn Investment Group first reported a position in XLP in Q1 2022 and held it in 4 quarters. The position peaked at $4.69M in Q4 2022. 1,066 funds tracked by Wall St. Rank hold XLP as of Q1 2023.

Cairn Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Cairn Investment Group sold 62,858 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2023, an estimated $4.69M.
Cairn Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Cairn Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.69M in Q4 2022.
1,066 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2023.

Based on Cairn Investment Group's 13F filing for Q1 2023, filed 24 Apr 2023.