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

Genesis Wealth 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
2015 Q2	$190K	Buy	3,983 +1,183	+42%	+$57.8K	0.15%	74
2015 Q1	$137K	Hold	2,800	–	–	0.11%	85
2014 Q4	$139K	Buy	+2,800	New	+$133K	0.11%	95

Other funds holding XLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Genesis Wealth Advisors's XLP Position: Q2 2015 in Review

Genesis Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 42% in Q2 2015, buying an estimated $57.8K and bringing the position to 3,983 shares worth $190K. The position accounts for 0.15% of the portfolio, ranked #74.

Genesis Wealth Advisors first reported a position in XLP in Q4 2014 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold XLP as of Q2 2015.

Genesis Wealth Advisors held 3,983 shares of State Street Consumer Staples Select Sector SPDR ETF worth $190K as of Q2 2015.
Genesis Wealth Advisors bought 1,183 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2015, an estimated $57.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Genesis Wealth Advisors's portfolio in Q2 2015, its #74 holding.
Genesis Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
393 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.