HGWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return