Capital Directions Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Capital Directions Investment 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 Q3	–	Sell	-231	Closed	-$16K	–	275
2021 Q2	$16K	Buy	+231	New	+$16.2K	﹤0.01%	191
2017 Q3	–	Sell	-168	Closed	-$9K	–	121
2017 Q2	$9K	Buy	+168	New	+$9.34K	﹤0.01%	88

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capital Directions Investment Advisors's XLP Position: Q3 2021 in Review

Capital Directions Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2021, closing a stake of 231 shares — an estimated $16K sold.

Capital Directions Investment Advisors first reported a position in XLP in Q2 2017 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Capital Directions Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Capital Directions Investment Advisors sold 231 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $16K.
Capital Directions Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
Capital Directions Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16K in Q2 2021.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.