Iron Gate Global Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Iron Gate Global 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 Q1	–	Sell	-3,131	Closed	-$211K	–	109
2020 Q4	$211K	Hold	3,131	–	–	0.08%	86
2020 Q3	$201K	Buy	+3,131	New	+$198K	0.08%	93
2020 Q2	–	Sell	-4,076	Closed	-$222K	–	97
2020 Q1	$222K	Sell	4,076 -681	-14%	-$41.3K	0.15%	50
2019 Q4	$300K	Sell	4,757 -1,523	-24%	-$93.8K	0.17%	52
2019 Q3	$386K	Hold	6,280	–	–	0.23%	47
2019 Q2	$365K	Sell	6,280 -27	-0.4%	-$1.55K	0.24%	43
2019 Q1	$354K	Buy	6,307 +833	+15%	+$44.6K	0.14%	47
2018 Q4	$278K	Sell	5,474 -600	-10%	-$32.6K	0.21%	47
2018 Q3	$340K	Buy	6,074 +4,874	+406%	+$262K	0.22%	42
2018 Q2	$62K	Buy	+1,200	New	+$60.9K	0.05%	81

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

NAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Iron Gate Global Advisors's XLP Position: Q1 2021 in Review

Iron Gate Global Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 3,131 shares — an estimated $211K sold.

Iron Gate Global Advisors first reported a position in XLP in Q2 2018 and held it in 10 quarters. The position peaked at $386K in Q3 2019. 848 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Iron Gate Global Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Iron Gate Global Advisors sold 3,131 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $211K.
Iron Gate Global Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 10 quarters.
Iron Gate Global Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $386K in Q3 2019.
848 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Iron Gate Global Advisors's 13F filing for Q1 2021, filed 18 May 2021.