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

Cascade 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 Q2	–	Sell	-600	Closed	-$41K	–	281
2021 Q1	$41K	Sell	600 -100	-14%	-$6.58K	0.03%	172
2020 Q4	$47.2K	Hold	700	–	–	0.03%	164
2020 Q3	$44.9K	Hold	700	–	–	0.04%	158
2020 Q2	$41K	Hold	700	–	–	0.04%	155
2020 Q1	$38.1K	Sell	700 -300	-30%	-$18.2K	0.04%	148
2019 Q4	$63K	Hold	1,000	–	–	0.05%	140
2019 Q3	$61.4K	Hold	1,000	–	–	0.05%	136
2019 Q2	$58.1K	Buy	+1,000	New	+$57.3K	0.05%	132

Other funds holding XLP

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

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

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascade Investment Advisors's XLP Position: Q2 2021 in Review

Cascade Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 600 shares — an estimated $41K sold.

Cascade Investment Advisors first reported a position in XLP in Q2 2019 and held it in 8 quarters. The position peaked at $63K in Q4 2019. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Cascade Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Cascade Investment Advisors sold 600 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $41K.
Cascade Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 8 quarters.
Cascade Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $63K in Q4 2019.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Cascade Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.