Cypress Point Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cypress Point Wealth Management’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
2021 Q4	–	Sell	-150	Closed	-$10K	–	162
2021 Q3	$10K	Hold	150	–	–	0.01%	113
2021 Q2	$10K	Hold	150	–	–	0.01%	142
2021 Q1	$10K	Hold	150	–	–	0.01%	77
2020 Q4	$10K	Buy	+150	New	+$9.91K	0.02%	157

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Cypress Point Wealth Management's XLP Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2021, closing a stake of 150 shares — an estimated $10K sold.

Cypress Point Wealth Management first reported a position in XLP in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 975 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

Cypress Point Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 150 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $10K.
Cypress Point Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10K in Q3 2021.
975 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.