Engrave Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Engrave Wealth Partners’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 Q2	–	Sell	-100,277	Closed	-$6.85M	–	85
2021 Q1	$6.85M	Buy	100,277 +45,366	+83%	+$2.98M	2.76%	10
2020 Q4	$3.64M	Buy	54,911 +8,344	+18%	+$551K	2.98%	12
2020 Q3	$2.98M	Buy	+46,567	New	+$2.94M	2.89%	12

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Engrave Wealth Partners's XLP Position: Q2 2021 in Review

Engrave Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 100,277 shares — an estimated $6.85M sold.

Engrave Wealth Partners first reported a position in XLP in Q3 2020 and held it in 3 quarters. The position peaked at $6.85M in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Engrave Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Engrave Wealth Partners sold 100,277 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $6.85M.
Engrave Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Engrave Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.85M in Q1 2021.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.