EWM
XLP icon

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

Edge 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
2019
Q3 		– Sell
-42
Closed -$2K – 658
2019
Q2 		$2K Hold
42
– – ﹤0.01% 544
2019
Q1 		$2K Sell
42
-4,055
-99% -$217K ﹤0.01% 524
2018
Q4 		$208K Sell
4,097
-574
-12% -$31.1K 0.06% 134
2018
Q3 		$252K Sell
4,671
-546
-10% -$29.3K 0.06% 126
2018
Q2 		$269K Buy
+5,217
New +$265K 0.07% 124
2016
Q2 		– Sell
-420
Closed -$22K – 488
2016
Q1 		$22K Buy
+420
New +$21.3K 0.01% 227

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return