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

Guidant 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
2019 Q1	–	Sell	-1,000	Closed	-$50K	–	296
2018 Q4	$50K	Hold	1,000	–	–	0.02%	130
2018 Q3	$53K	Hold	1,000	–	–	0.02%	81
2018 Q2	$51K	Hold	1,000	–	–	0.02%	81
2018 Q1	$51K	Hold	1,000	–	–	0.02%	79
2017 Q4	$57K	Hold	1,000	–	–	0.03%	75
2017 Q3	$53K	Hold	1,000	–	–	0.04%	70
2017 Q2	$54K	Hold	1,000	–	–	0.03%	107
2017 Q1	$54K	Hold	1,000	–	–	0.03%	110
2016 Q4	$52K	Hold	1,000	–	–	0.03%	97
2016 Q3	$52K	Buy	+1,000	New	+$54.5K	0.03%	95

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Guidant Wealth Advisors's XLP Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2019, closing a stake of 1,000 shares — an estimated $50K sold.

Guidant Wealth Advisors first reported a position in XLP in Q3 2016 and held it in 10 quarters. The position peaked at $57K in Q4 2017. 655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

Guidant Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 1,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2019, an estimated $50K.
Guidant Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $57K in Q4 2017.
655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.