Laird Norton Wetherby Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Laird Norton Wetherby Wealth 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
2018 Q1	–	Sell	-1,079	Closed	-$61K	–	698
2017 Q4	$61K	Hold	1,079	–	–	0.01%	642
2017 Q3	$58K	Buy	+1,079	New	+$59.3K	0.01%	615
2015 Q3	–	Sell	-1,379	Closed	-$66K	–	504
2015 Q2	$66K	Buy	+1,379	New	+$67.3K	0.02%	474

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management's XLP Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 1,079 shares — an estimated $61K sold.

Laird Norton Wetherby Wealth Management first reported a position in XLP in Q2 2015 and held it in 3 quarters. The position peaked at $66K in Q2 2015. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,079 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $61K.
Laird Norton Wetherby Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2015 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $66K in Q2 2015.
528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.