HWP
XLP icon

Hefty Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$1.33M Sell
25,228
-1,264
-5% -$69.6K 0.86% 35
2017
Q4 		$1.51M Buy
26,492
+990
+4% +$54.4K 0.93% 34
2017
Q3 		$1.38M Buy
+25,502
New +$1.4M 0.91% 37
2017
Q1 		– Sell
-36,050
Closed -$1.86M – 270
2016
Q4 		$1.86M Sell
36,050
-6,959
-16% -$360K 1.56% 23
2016
Q3 		$2.29M Buy
+43,009
New +$2.34M 1.74% 15
2016
Q2 		– Sell
-416
Closed -$22K – 239
2016
Q1 		$22K Sell
416
-23,330
-98% -$1.19M 0.02% 127
2015
Q4 		$1.2M Buy
+23,746
New +$1.18M 1.14% 28

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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