Clear Perspective Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-986	Closed	-$51K	–	451
2018 Q2	$51K	Hold	986	–	–	0.04%	248
2018 Q1	$52K	Sell	986 -75	-7%	-$4.13K	0.04%	239
2017 Q4	$60K	Buy	1,061 +44	+4%	+$2.42K	0.05%	223
2017 Q3	$55K	Buy	1,017 +17	+2%	+$934	0.04%	225
2017 Q2	$55K	Hold	1,000	–	–	0.05%	212
2017 Q1	$55K	Hold	1,000	–	–	0.04%	207
2016 Q4	$52K	Buy	+1,000	New	+$51.8K	0.03%	200

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECM

Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return

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

Clear Perspective Advisors's XLP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2018, closing a stake of 986 shares — an estimated $51K sold.

Clear Perspective Advisors first reported a position in XLP in Q4 2016 and held it in 7 quarters. The position peaked at $60K in Q4 2017. 541 funds tracked by Wall St. Rank hold XLP as of Q3 2018.

Clear Perspective Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 986 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2018, an estimated $51K.
Clear Perspective Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $60K in Q4 2017.
541 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.