Hobart Private Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Hobart Private Capital’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
2020 Q4	–	Sell	-12,934	Closed	-$829K	–	159
2020 Q3	$829K	Buy	+12,934	New	+$817K	0.43%	39
2020 Q2	–	Sell	-15,897	Closed	-$866K	–	173
2020 Q1	$866K	Buy	+15,897	New	+$965K	0.59%	48
2019 Q2	–	Sell	-3,885	Closed	-$218K	–	178
2019 Q1	$218K	Sell	3,885 -8,341	-68%	-$446K	0.17%	152
2018 Q4	$621K	Buy	+12,226	New	+$663K	0.53%	56

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Hobart Private Capital's XLP Position: Q4 2020 in Review

Hobart Private Capital sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 12,934 shares — an estimated $829K sold.

Hobart Private Capital first reported a position in XLP in Q4 2018 and held it in 4 quarters. The position peaked at $866K in Q1 2020. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Hobart Private Capital reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Hobart Private Capital sold 12,934 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $829K.
Hobart Private Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Hobart Private Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $866K in Q1 2020.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Hobart Private Capital's 13F filing for Q4 2020, filed 11 Mar 2024.