Kanaly Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kanaly Trust’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
2016 Q4	$28K	Hold	546	–	–	0.01%	375
2016 Q3	$29K	Hold	546	–	–	0.01%	360
2016 Q2	$30K	Hold	546	–	–	0.01%	365
2016 Q1	$29K	Hold	546	–	–	0.01%	376
2015 Q4	$28K	Hold	546	–	–	0.01%	375
2015 Q3	$26K	Hold	546	–	–	0.01%	401
2015 Q2	$26K	Hold	546	–	–	0.01%	427
2015 Q1	$27K	Hold	546	–	–	0.01%	353
2014 Q4	$26K	Hold	546	–	–	0.01%	357
2014 Q3	$25K	Hold	546	–	–	﹤0.01%	368
2014 Q2	$24K	Hold	546	–	–	﹤0.01%	389
2014 Q1	$24K	Hold	546	–	–	﹤0.01%	373
2013 Q4	$23K	Buy	+546	New	+$23K	﹤0.01%	364

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

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

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

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

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

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

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

SGI

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Kanaly Trust's XLP Position: Q4 2016 in Review

Kanaly Trust held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q4 2016 at 546 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #375.

Kanaly Trust first reported a position in XLP in Q4 2013 and has held it in 13 quarters since. The position peaked at $30K in Q2 2016. 485 funds tracked by Wall St. Rank hold XLP as of Q4 2016.

Kanaly Trust held 546 shares of State Street Consumer Staples Select Sector SPDR ETF worth $28K as of Q4 2016.
Kanaly Trust left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #375 holding.
Kanaly Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $30K in Q2 2016.
485 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.