Greenwood Capital Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Greenwood Capital Associates’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	-60,123	Closed	-$3.69M	–	215
2019 Q3	$3.69M	Buy	60,123 +24,008	+66%	+$1.44M	0.9%	43
2019 Q2	$2.1M	Buy	+36,115	New	+$2.07M	0.53%	58
2015 Q1	–	Sell	-27,710	Closed	-$1.34M	–	177
2014 Q4	$1.34M	Buy	+27,710	New	+$1.31M	0.39%	74

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 $51.6B AUM 27.34% 1-Year Est. Return

Greenwood Capital Associates's XLP Position: Q4 2019 in Review

Greenwood Capital Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2019, closing a stake of 60,123 shares — an estimated $3.69M sold.

Greenwood Capital Associates first reported a position in XLP in Q4 2014 and held it in 3 quarters. The position peaked at $3.69M in Q3 2019. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Greenwood Capital Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Greenwood Capital Associates sold 60,123 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $3.69M.
Greenwood Capital Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Greenwood Capital Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.69M 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 Greenwood Capital Associates's 13F filing for Q4 2019, filed 12 Feb 2020.