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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Hefty Wealth Partners's XLP Position: Q1 2018 in Review

Hefty Wealth Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.8% in Q1 2018, selling an estimated $69.6K and leaving 25,228 shares worth $1.33M. The position accounts for 0.86% of the portfolio, ranked #35.

Hefty Wealth Partners first reported a position in XLP in Q4 2015 and has held it in 7 quarters since. The position peaked at $2.29M in Q3 2016. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

Hefty Wealth Partners held 25,228 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.33M as of Q1 2018.
Hefty Wealth Partners sold 1,264 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $69.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.86% of Hefty Wealth Partners's portfolio in Q1 2018, its #35 holding.
Hefty Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 7 quarters since.
Hefty Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.29M in Q3 2016.
528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.