KIG
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Kowal Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kowal Investment Group’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 		– Sell
-353
Closed -$24K – 966
2021
Q3 		$24K Buy
+353
New +$25.2K 0.01% 354

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kowal Investment Group's XLP Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2021, closing a stake of 353 shares — an estimated $24K sold.

Kowal Investment Group first reported a position in XLP in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 975 funds tracked by Wall St. Rank hold XLP as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 353 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2021, an estimated $24K.
  • Kowal Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $24K in Q3 2021.
  • 975 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.