HL Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

HL Financial Services’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 Q1	$216K	Sell	3,855 -1,780	-32%	-$95.2K	﹤0.01%	692
2018 Q4	$286K	Buy	+5,635	New	+$306K	0.01%	608
2018 Q1	–	Sell	-7,318	Closed	-$416K	–	723
2017 Q4	$416K	Buy	7,318 +1,215	+20%	+$66.8K	0.01%	463
2017 Q3	$329K	Sell	6,103 -1,284	-17%	-$70.6K	0.01%	563
2017 Q2	$406K	Sell	7,387 -271	-4%	-$15.1K	0.01%	513
2017 Q1	$418K	Buy	7,658 +508	+7%	+$27.3K	0.01%	494
2016 Q4	$370K	Buy	+7,150	New	+$370K	0.01%	514
2016 Q2	–	Sell	-108,081	Closed	-$5.74M	–	679
2016 Q1	$5.74M	Buy	108,081 +100,764	+1,377%	+$5.12M	0.14%	93
2015 Q4	$369K	Sell	7,317 -4,098	-36%	-$204K	0.01%	504
2015 Q3	$539K	Sell	11,415 -188	-2%	-$9.14K	0.02%	403
2015 Q2	$552K	Sell	11,603 -58,638	-83%	-$2.86M	0.01%	438
2015 Q1	$3.42M	Sell	70,241 -596	-0.8%	-$29.3K	0.09%	140
2014 Q4	$3.44M	Buy	70,837 +61,891	+692%	+$2.93M	0.09%	132
2014 Q3	$404K	Buy	8,946 +1,463	+20%	+$65.6K	0.01%	453
2014 Q2	$334K	Buy	7,483 +1,544	+26%	+$68.3K	0.01%	524
2014 Q1	$256K	Sell	5,939 -72,358	-92%	-$3.04M	0.01%	575
2013 Q4	$3.37M	Buy	+78,297	New	+$3.3M	0.1%	128
2013 Q3	–	Sell	-133,086	Closed	-$5.28M	–	608
2013 Q2	$5.28M	Buy	+133,086	New	+$5.41M	0.19%	80

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

SGI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HL Financial Services's XLP Position: Q1 2019 in Review

HL Financial Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 32% in Q1 2019, selling an estimated $95.2K and leaving 3,855 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

HL Financial Services first reported a position in XLP in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.74M in Q1 2016. 655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

HL Financial Services held 3,855 shares of State Street Consumer Staples Select Sector SPDR ETF worth $216K as of Q1 2019.
HL Financial Services sold 1,780 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2019, an estimated $95.2K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #692 holding.
HL Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
HL Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.74M in Q1 2016.
655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.