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

Capital Planning 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
2019
Q4 		– Sell
-104
Closed -$6K – 156
2019
Q3 		$6K Buy
+104
New +$6.25K ﹤0.01% 148
2017
Q3 		– Sell
-4,818
Closed -$265K – 136
2017
Q2 		$265K Buy
4,818
+250
+5% +$13.9K 0.12% 107
2017
Q1 		$249K Hold
4,568
– – 0.12% 108
2016
Q4 		$236K Sell
4,568
-392
-8% -$20.3K 0.13% 89
2016
Q3 		$264K Sell
4,960
-316
-6% -$17.2K 0.14% 85
2016
Q2 		$291K Sell
5,276
-387
-7% -$20.6K 0.16% 83
2016
Q1 		$300K Hold
5,663
– – 0.14% 83
2015
Q4 		$286K Sell
5,663
-459
-7% -$22.8K 0.17% 84
2015
Q3 		$289K Buy
+6,122
New +$298K 0.19% 83

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return