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CFS Investment Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

CFS Investment Advisory Services’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
-6,785
Closed -$475K – 216
2021
Q2 		$475K Buy
+6,785
New +$475K 0.43% 18

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CFS Investment Advisory Services's XLP Position: Q3 2021 in Review

CFS Investment Advisory Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2021, closing a stake of 6,785 shares — an estimated $475K sold.

CFS Investment Advisory Services first reported a position in XLP in Q2 2021 and held it in 1 quarter. The position peaked at $475K in Q2 2021. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

  • CFS Investment Advisory Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 6,785 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $475K.
  • CFS Investment Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
  • CFS Investment Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $475K 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 CFS Investment Advisory Services's 13F filing for Q3 2021, filed 19 Nov 2021.