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

Integer Wealth Advisors Group’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 Q1	$430K	Sell	6,239 -248	-4%	-$16.3K	0.23%	57
2020 Q4	$433K	Buy	6,487 +61	+0.9%	+$4.03K	0.29%	50
2020 Q3	$412K	Buy	6,426 +2	+0%	+$126	0.38%	41
2020 Q2	$380K	Sell	6,424 -1,122	-15%	-$65.5K	0.39%	39
2020 Q1	$439K	Buy	7,546 +1,640	+28%	+$99.5K	0.5%	36
2019 Q4	$375K	Buy	+5,906	New	+$364K	0.37%	43

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integer Wealth Advisors Group's XLP Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.8% in Q1 2021, selling an estimated $16.3K and leaving 6,239 shares worth $430K. The position accounts for 0.23% of the portfolio, ranked #57.

Integer Wealth Advisors Group first reported a position in XLP in Q4 2019 and has held it in 6 quarters since. The position peaked at $439K in Q1 2020. 849 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Integer Wealth Advisors Group held 6,239 shares of State Street Consumer Staples Select Sector SPDR ETF worth $430K as of Q1 2021.
Integer Wealth Advisors Group sold 248 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $16.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.23% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #57 holding.
Integer Wealth Advisors Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $439K in Q1 2020.
849 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.