CA
XLP icon

Cornerstone Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cornerstone Advisory’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
Q2 		– Sell
-7,222
Closed -$405K – 164
2019
Q1 		$405K Hold
7,222
– – 0.09% 113
2018
Q4 		$367K Hold
7,222
– – 0.1% 112
2018
Q3 		$389K Hold
7,222
– – 0.12% 106
2018
Q2 		$372K Hold
7,222
– – 0.12% 106
2018
Q1 		$380K Hold
7,222
– – 0.14% 104
2017
Q4 		$411K Sell
7,222
-19
-0.3% -$1.04K 0.14% 103
2017
Q3 		$391K Buy
7,241
+19
+0.3% +$1.04K 0.13% 107
2017
Q2 		$397K Hold
7,222
– – 0.13% 99
2017
Q1 		$394K Buy
+7,222
New +$388K 0.2% 73

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return