HC Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

HC Financial 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
2022 Q2	$29K	Hold	404	–	–	0.02%	159
2022 Q1	$31K	Hold	404	–	–	0.02%	165
2021 Q4	$31K	Hold	404	–	–	0.02%	175
2021 Q3	$28K	Hold	404	–	–	0.02%	170
2021 Q2	$28K	Sell	404 -90	-18%	-$6.3K	0.02%	171
2021 Q1	$34K	Hold	494	–	–	0.02%	161
2020 Q4	$33K	Hold	494	–	–	0.02%	166
2020 Q3	$32K	Hold	494	–	–	0.02%	154
2020 Q2	$29K	Hold	494	–	–	0.02%	153
2020 Q1	$27K	Buy	+494	New	+$30K	0.02%	150

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

HC Financial Advisors's XLP Position: Q2 2022 in Review

HC Financial Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2022 at 404 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #159.

HC Financial Advisors first reported a position in XLP in Q1 2020 and has held it in 10 quarters since. The position peaked at $34K in Q1 2021. 1,052 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

HC Financial Advisors held 404 shares of State Street Consumer Staples Select Sector SPDR ETF worth $29K as of Q2 2022.
HC Financial Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #159 holding.
HC Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $34K in Q1 2021.
1,052 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.