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CFC
Coyle Financial Counsel’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Coyle Financial Counsel’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
Q2
–
Sell
-2,078
Closed
-$105K
–
332
2018
Q1
$105K
Buy
+2,078
New
+$114K
0.11%
40
2017
Q2
$264K
Sell
4,814
-164
-3%
-$9.12K
0.35%
35
2017
Q1
$272K
Buy
4,978
+192
+4%
+$10.3K
0.35%
34
2016
Q4
$247K
Sell
4,786
-855
-15%
-$44.3K
0.53%
25
2016
Q3
$297K
Sell
5,641
-87
-2%
-$4.74K
0.43%
36
2016
Q2
$316K
Buy
5,728
+274
+5%
+$14.6K
0.46%
34
2016
Q1
$289K
Sell
5,454
-598
-10%
-$30.4K
0.46%
34
2015
Q4
$306K
Sell
6,052
-90
-1%
-$4.47K
0.3%
36
2015
Q3
$290K
Buy
6,142
+27
+0.4%
+$1.31K
0.27%
32
2015
Q2
$291K
Sell
6,115
-177
-3%
-$8.64K
0.33%
36
2015
Q1
$307K
Sell
6,292
-743
-11%
-$36.5K
0.34%
37
2014
Q4
$341K
Hold
7,035
–
–
0.41%
35
2014
Q3
$317K
Hold
7,035
–
–
0.4%
39
2014
Q2
$314K
Hold
7,035
–
–
0.43%
35
2014
Q1
$303K
Buy
7,035
+292
+4%
+$12.3K
0.42%
36
2013
Q4
$290K
Buy
+6,743
New
+$284K
0.4%
35
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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