Evergreen Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Evergreen Capital 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
2022 Q2	–	Sell	-2,984	Closed	-$226K	–	692
2022 Q1	$226K	Hold	2,984	–	–	0.01%	575
2021 Q4	$230K	Hold	2,984	–	–	0.01%	559
2021 Q3	$205K	Buy	+2,984	New	+$213K	0.01%	541

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

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

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

NAM

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Evergreen Capital Management's XLP Position: Q2 2022 in Review

Evergreen Capital Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 2,984 shares — an estimated $226K sold.

Evergreen Capital Management first reported a position in XLP in Q3 2021 and held it in 3 quarters. The position peaked at $230K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Evergreen Capital Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Evergreen Capital Management sold 2,984 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $226K.
Evergreen Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
Evergreen Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $230K in Q4 2021.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.