Madison Investment Holdings’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Madison Investment Holdings’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
2017 Q3	–	Sell	-11,401	Closed	-$626K	–	262
2017 Q2	$626K	Sell	11,401 -38,064	-77%	-$2.12M	0.01%	219
2017 Q1	$2.7M	Buy	+49,465	New	+$2.66M	0.05%	181
2015 Q2	–	Sell	-4,198	Closed	-$205K	–	239
2015 Q1	$205K	Sell	4,198 -4,092	-49%	-$201K	﹤0.01%	228
2014 Q4	$402K	Hold	8,290	–	–	0.01%	190
2014 Q3	$374K	Hold	8,290	–	–	0.01%	199
2014 Q2	$370K	Hold	8,290	–	–	0.01%	207
2014 Q1	$357K	Hold	8,290	–	–	0.01%	214
2013 Q4	$356K	Sell	8,290 -970	-10%	-$40.9K	0.01%	215
2013 Q3	$369K	Buy	+9,260	New	+$377K	0.01%	210

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Madison Investment Holdings's XLP Position: Q3 2017 in Review

Madison Investment Holdings sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2017, closing a stake of 11,401 shares — an estimated $626K sold.

Madison Investment Holdings first reported a position in XLP in Q3 2013 and held it in 9 quarters. The position peaked at $2.7M in Q1 2017. 478 funds tracked by Wall St. Rank hold XLP as of Q3 2017.

Madison Investment Holdings reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Madison Investment Holdings sold 11,401 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2017, an estimated $626K.
Madison Investment Holdings first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2013 and held it in 9 quarters.
Madison Investment Holdings's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.7M in Q1 2017.
478 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2017.

Based on Madison Investment Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.