Hochman Cole Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Hochman Cole Investment 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
2021 Q3	$9.89M	Buy	143,690 +5,685	+4%	+$405K	3.87%	6
2021 Q2	$9.66M	Sell	138,005 -322	-0.2%	-$22.5K	3.86%	7
2021 Q1	$9.45M	Sell	138,327 -666	-0.5%	-$43.8K	3.97%	7
2020 Q4	$9.38M	Buy	138,993 +9,027	+7%	+$597K	4.04%	7
2020 Q3	$8.33M	Buy	129,966 +9,401	+8%	+$594K	4.1%	6
2020 Q2	$7.07M	Sell	120,565 -551	-0.5%	-$32.2K	3.9%	5
2020 Q1	$6.6M	Sell	121,116 -3,160	-3%	-$192K	4.53%	4
2019 Q4	$7.83M	Sell	124,276 -2,811	-2%	-$173K	4.27%	5
2019 Q3	$7.81M	Sell	127,087 -3,847	-3%	-$231K	4.87%	4
2019 Q2	$7.6M	Sell	130,934 -2,511	-2%	-$144K	4.53%	4
2019 Q1	$7.49M	Buy	133,445 +3,108	+2%	+$166K	4.46%	4
2018 Q4	$6.62M	Buy	130,337 +1,638	+1%	+$88.9K	4.55%	4
2018 Q3	$6.94M	Sell	128,699 -1,413	-1%	-$75.8K	4.32%	4
2018 Q2	$6.71M	Buy	130,112 +6,954	+6%	+$353K	4.41%	4
2018 Q1	$6.48M	Sell	123,158 -15,554	-11%	-$857K	4.52%	4
2017 Q4	$7.89M	Buy	138,712 +13	+0%	+$714	4.97%	4
2017 Q3	$7.49M	Sell	138,699 -1,173	-0.8%	-$64.5K	4.9%	5
2017 Q2	$7.68M	Buy	139,872 +2,203	+2%	+$122K	5.32%	4
2017 Q1	$7.51M	Sell	137,669 -5,493	-4%	-$295K	5.46%	4
2016 Q4	$7.4M	Buy	143,162 +2,634	+2%	+$136K	5.36%	4
2016 Q3	$7.48M	Buy	140,528 +6,807	+5%	+$371K	5.58%	4
2016 Q2	$7.38M	Sell	133,721 -138	-0.1%	-$7.34K	6.04%	2
2016 Q1	$7.1M	Sell	133,859 -738	-0.5%	-$37.5K	6.05%	3
2015 Q4	$6.8M	Buy	+134,597	New	+$6.69M	5.76%	3

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

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

NAM

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

VMPIC

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

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

Hochman Cole Investment Advisors's XLP Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.1% in Q3 2021, buying an estimated $405K and bringing the position to 143,690 shares worth $9.89M. The position accounts for 3.87% of the portfolio, ranked #6.

Hochman Cole Investment Advisors first reported a position in XLP in Q4 2015 and has held it in 24 quarters since. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Hochman Cole Investment Advisors held 143,690 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.89M as of Q3 2021.
Hochman Cole Investment Advisors bought 5,685 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $405K.
State Street Consumer Staples Select Sector SPDR ETF made up 3.87% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #6 holding.
Hochman Cole Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.