HCM
XLP icon

Hilton Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Hilton Capital 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
2019
Q4 		– Sell
-2,215
Closed -$136K – 289
2019
Q3 		$136K Sell
2,215
-5,637
-72% -$339K 0.02% 130
2019
Q2 		$456K Buy
+7,852
New +$450K 0.06% 67
2019
Q1 		– Sell
-11,310
Closed -$605K – 64
2018
Q4 		$574K Buy
+11,310
New +$614K 0.1% 57
2018
Q3 		– Sell
-11,310
Closed -$607K – 63
2018
Q2 		$583K Buy
+11,310
New +$574K 0.09% 60
2018
Q1 		– Hold
0
– – – 71
2017
Q4 		– Hold
0
– – – 66
2017
Q3 		– Hold
0
– – – 61
2017
Q2 		– Hold
0
– – – 57
2017
Q1 		– Hold
0
– – – 62
2016
Q4 		– Hold
0
– – – 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return