CGH
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Crossmark Global Holdings’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Crossmark Global Holdings’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
Q1 		– Sell
-10,173
Closed -$517K – 1413
2018
Q4 		$517K Buy
10,173
+4,342
+74% +$236K 0.02% 753
2018
Q3 		$314K Sell
5,831
-108
-2% -$5.79K 0.01% 1277
2018
Q2 		$306K Sell
5,939
-868
-13% -$44.1K 0.01% 1292
2018
Q1 		$358K Sell
6,807
-6,360
-48% -$350K 0.01% 1143
2017
Q4 		$749K Sell
13,167
-717
-5% -$39.4K 0.02% 759
2017
Q3 		$749K Buy
+13,884
New +$763K 0.02% 738
2016
Q3 		$749K Buy
+13,884
New +$756K 0.02% 738

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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