Center for Financial Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Center for Financial Planning’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	-60	Closed	-$4K	–	552
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	468
2020 Q4	$4K	Buy	+60	New	+$3.96K	﹤0.01%	412

Other funds holding XLP

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center for Financial Planning's XLP Position: Q2 2021 in Review

Center for Financial Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 60 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in XLP in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Center for Financial Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Center for Financial Planning sold 60 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $4K.
Center for Financial Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Center for Financial Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4K in Q1 2021.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.