Harvest Group Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-455	Closed	-$31K	–	732
2020 Q4	$31K	Sell	455 -238	-34%	-$15.7K	0.02%	144
2020 Q3	$44K	Buy	693 +1	+0.1%	+$63	0.03%	102
2020 Q2	$40K	Sell	692 -72	-9%	-$4.2K	0.03%	96
2020 Q1	$41K	Buy	764 +1	+0.1%	+$61	0.04%	84
2019 Q4	$48K	Buy	763 +2	+0.3%	+$123	0.04%	80
2019 Q3	$47K	Buy	761 +612	+411%	+$36.8K	0.06%	78
2019 Q2	$8K	Hold	149	–	–	0.01%	267
2019 Q1	$8K	Buy	+149	New	+$7.97K	0.01%	300

Other funds holding XLP

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Harvest Group Wealth Management's XLP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 455 shares — an estimated $31K sold.

Harvest Group Wealth Management first reported a position in XLP in Q1 2019 and held it in 8 quarters. The position peaked at $48K in Q4 2019. 848 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Harvest Group Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 455 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $31K.
Harvest Group Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $48K in Q4 2019.
848 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.