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 $1.55T AUM 33.47% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coyle Financial Counsel's XLP Position: Q2 2018 in Review

Coyle Financial Counsel sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2018, closing a stake of 2,078 shares — an estimated $105K sold.

Coyle Financial Counsel first reported a position in XLP in Q4 2013 and held it in 16 quarters. The position peaked at $341K in Q4 2014. 515 funds tracked by Wall St. Rank hold XLP as of Q2 2018.

Coyle Financial Counsel reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Coyle Financial Counsel sold 2,078 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2018, an estimated $105K.
Coyle Financial Counsel first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Coyle Financial Counsel's State Street Consumer Staples Select Sector SPDR ETF position peaked at $341K in Q4 2014.
515 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2018.

Based on Coyle Financial Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.