Kabarec Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kabarec Financial 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
2018 Q2	$5.52M	Sell	107,044 -12,690	-11%	-$644K	4.22%	10
2018 Q1	$6.3M	Buy	119,734 +11,096	+10%	+$611K	3.99%	11
2017 Q4	$6.18M	Buy	+108,638	New	+$5.97M	3.79%	12

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kabarec Financial Advisors's XLP Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q2 2018, selling an estimated $644K and leaving 107,044 shares worth $5.52M. The position accounts for 4.22% of the portfolio, ranked #10.

Kabarec Financial Advisors first reported a position in XLP in Q4 2017 and has held it in 3 quarters since. The position peaked at $6.3M in Q1 2018. 516 funds tracked by Wall St. Rank hold XLP as of Q2 2018.

Kabarec Financial Advisors held 107,044 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.52M as of Q2 2018.
Kabarec Financial Advisors sold 12,690 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2018, an estimated $644K.
State Street Consumer Staples Select Sector SPDR ETF made up 4.22% of Kabarec Financial Advisors's portfolio in Q2 2018, its #10 holding.
Kabarec Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
Kabarec Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.3M in Q1 2018.
516 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.