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

Kings Point 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
2022 Q1	$459K	Buy	6,053 +40	+0.7%	+$3.01K	0.04%	137
2021 Q4	$464K	Hold	6,013	–	–	0.04%	153
2021 Q3	$414K	Hold	6,013	–	–	0.04%	149
2021 Q2	$421K	Sell	6,013 -780	-11%	-$54.6K	0.04%	149
2021 Q1	$464K	Sell	6,793 -1,685	-20%	-$111K	0.05%	137
2020 Q4	$572K	Sell	8,478 -307	-3%	-$20.3K	0.06%	122
2020 Q3	$563K	Buy	8,785 +1,226	+16%	+$77.4K	0.07%	121
2020 Q2	$443K	Sell	7,559 -876	-10%	-$51.1K	0.06%	120
2020 Q1	$459K	Sell	8,435 -1,316	-13%	-$79.9K	0.08%	114
2019 Q4	$614K	Sell	9,751 -963	-9%	-$59.3K	0.09%	116
2019 Q3	$658K	Buy	10,714 +858	+9%	+$51.6K	0.11%	106
2019 Q2	$572K	Sell	9,856 -40,066	-80%	-$2.29M	0.1%	105
2019 Q1	$2.8M	Sell	49,922 -3,263	-6%	-$175K	0.56%	58
2018 Q4	$2.7M	Buy	53,185 +52,356	+6,316%	+$2.84M	0.6%	59
2018 Q3	$45K	Sell	829 -21	-2%	-$1.13K	0.01%	253
2018 Q2	$44K	Buy	850 +1	+0.1%	+$51	0.01%	250
2018 Q1	$45K	Buy	849 +1	+0.1%	+$55	0.01%	245
2017 Q4	$48K	Buy	848 +1	+0.1%	+$55	0.01%	236
2017 Q3	$46K	Buy	847 +1	+0.1%	+$55	0.01%	232
2017 Q2	$46K	Buy	846 +163	+24%	+$9.06K	0.01%	221
2017 Q1	$37K	Hold	683	–	–	0.01%	249
2016 Q4	$35K	Hold	683	–	–	0.01%	218
2016 Q3	$36K	Hold	683	–	–	0.01%	212
2016 Q2	$38K	Hold	683	–	–	0.01%	211
2016 Q1	$36K	Hold	683	–	–	0.01%	211
2015 Q4	$34K	Hold	683	–	–	0.01%	250
2015 Q3	$32K	Hold	683	–	–	0.01%	265
2015 Q2	$33K	Hold	683	–	–	0.01%	254
2015 Q1	$33K	Hold	683	–	–	0.01%	260
2014 Q4	$33K	Hold	683	–	–	0.01%	243
2014 Q3	$31K	Hold	683	–	–	0.01%	222
2014 Q2	$30K	Hold	683	–	–	0.01%	223
2014 Q1	$29K	Hold	683	–	–	0.01%	208
2013 Q4	$29K	Sell	683 -95	-12%	-$4.01K	0.01%	205
2013 Q3	$31K	Hold	778	–	–	0.01%	208
2013 Q2	$31K	Buy	+778	New	+$31.7K	0.01%	217

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

NAM

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kings Point Capital Management's XLP Position: Q1 2022 in Review

Kings Point Capital Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.67% in Q1 2022, buying an estimated $3.01K and bringing the position to 6,053 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #137.

Kings Point Capital Management first reported a position in XLP in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.8M in Q1 2019. 1,039 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Kings Point Capital Management held 6,053 shares of State Street Consumer Staples Select Sector SPDR ETF worth $459K as of Q1 2022.
Kings Point Capital Management bought 40 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $3.01K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Kings Point Capital Management's portfolio in Q1 2022, its #137 holding.
Kings Point Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.8M in Q1 2019.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.