Hillcrest Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Hillcrest Wealth 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 Q1	–	Sell	-3,200	Closed	-$247K	–	53
2021 Q4	$247K	Hold	3,200	–	–	0.13%	49
2021 Q3	$220K	Hold	3,200	–	–	0.13%	51
2021 Q2	$224K	Hold	3,200	–	–	0.14%	50
2021 Q1	$219K	Hold	3,200	–	–	0.13%	49
2020 Q4	$216K	Hold	3,200	–	–	0.14%	47
2020 Q3	$205K	Buy	+3,200	New	+$202K	0.15%	55

Other funds holding XLP

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

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

NAM

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hillcrest Wealth Advisors's XLP Position: Q1 2022 in Review

Hillcrest Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2022, closing a stake of 3,200 shares — an estimated $247K sold.

Hillcrest Wealth Advisors first reported a position in XLP in Q3 2020 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Hillcrest Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Hillcrest Wealth Advisors sold 3,200 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $247K.
Hillcrest Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and held it in 6 quarters.
Hillcrest Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $247K in Q4 2021.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.