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

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

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

Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott

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