Julex Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Julex Capital Management’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
2019 Q3	$3.26M	Sell	53,032 -49,593	-48%	-$2.98M	7.68%	3
2019 Q2	$5.96M	Buy	+102,625	New	+$5.88M	6.57%	5
2019 Q1	–	Sell	-380,400	Closed	-$20.4M	–	185
2018 Q4	$20.4M	Buy	+380,400	New	+$20.6M	13.27%	4

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Julex Capital Management's XLP Position: Q3 2019 in Review

Julex Capital Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 48% in Q3 2019, selling an estimated $2.98M and leaving 53,032 shares worth $3.26M. The position accounts for 7.68% of the portfolio, ranked #3.

Julex Capital Management first reported a position in XLP in Q4 2018 and has held it in 3 quarters since. The position peaked at $20.4M in Q4 2018. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

Julex Capital Management held 53,032 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.26M as of Q3 2019.
Julex Capital Management sold 49,593 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $2.98M.
State Street Consumer Staples Select Sector SPDR ETF made up 7.68% of Julex Capital Management's portfolio in Q3 2019, its #3 holding.
Julex Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 3 quarters since.
Julex Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $20.4M in Q4 2018.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.