Geller Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Geller Advisors’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 Q4	–	Sell	-4,223	Closed	-$259K	–	76
2019 Q3	$259K	Buy	+4,223	New	+$254K	0.09%	48

Other funds holding XLP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Geller Advisors's XLP Position: Q4 2019 in Review

Geller Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2019, closing a stake of 4,223 shares — an estimated $259K sold.

Geller Advisors first reported a position in XLP in Q3 2019 and held it in 1 quarter. The position peaked at $259K in Q3 2019. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Geller Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Geller Advisors sold 4,223 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $259K.
Geller Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
Geller Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $259K in Q3 2019.
779 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2019.

Based on Geller Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.