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

JD 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
2021 Q4	$1.09M	Sell	14,130 -19,223	-58%	-$1.39M	0.9%	20
2021 Q3	$2.3M	Sell	33,353 -3,416	-9%	-$243K	2.09%	14
2021 Q2	$2.57M	Sell	36,769 -146,592	-80%	-$10.3M	2.39%	14
2021 Q1	$12.5M	Buy	+183,361	New	+$12.1M	15.89%	2

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

NAM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JD Financial Services's XLP Position: Q4 2021 in Review

JD Financial Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 58% in Q4 2021, selling an estimated $1.39M and leaving 14,130 shares worth $1.09M. The position accounts for 0.9% of the portfolio, ranked #20.

JD Financial Services first reported a position in XLP in Q1 2021 and has held it in 4 quarters since. The position peaked at $12.5M in Q1 2021. 976 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

JD Financial Services held 14,130 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.09M as of Q4 2021.
JD Financial Services sold 19,223 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $1.39M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.9% of JD Financial Services's portfolio in Q4 2021, its #20 holding.
JD Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 4 quarters since.
JD Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.5M in Q1 2021.
976 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.