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

LBA 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
2016 Q4	–	Sell	-1,412	Closed	-$75K	–	484
2016 Q3	$75K	Hold	1,412	–	–	0.04%	171
2016 Q2	$78K	Hold	1,412	–	–	0.04%	169
2016 Q1	$75K	Sell	1,412 -1,222	-46%	-$62.1K	0.04%	173
2015 Q4	$133K	Hold	2,634	–	–	0.08%	142
2015 Q3	$124K	Buy	2,634 +2,444	+1,286%	+$119K	0.08%	132
2015 Q2	$9K	Hold	190	–	–	0.01%	250
2015 Q1	$9K	Hold	190	–	–	0.01%	243
2014 Q4	$9K	Hold	190	–	–	0.01%	234
2014 Q3	$9K	Hold	190	–	–	0.01%	289
2014 Q2	$8K	Hold	190	–	–	0.01%	217
2014 Q1	$8K	Hold	190	–	–	0.01%	212
2013 Q4	$8K	Buy	+190	New	+$8.01K	0.01%	222

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

LBA Wealth Management's XLP Position: Q4 2016 in Review

LBA Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2016, closing a stake of 1,412 shares — an estimated $75K sold.

LBA Wealth Management first reported a position in XLP in Q4 2013 and held it in 12 quarters. The position peaked at $133K in Q4 2015. 485 funds tracked by Wall St. Rank hold XLP as of Q4 2016.

LBA Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 1,412 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2016, an estimated $75K.
LBA Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 12 quarters.
LBA Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $133K in Q4 2015.
485 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.