Madrona Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Madrona Financial Services’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
2020 Q4	–	Sell	-56,016	Closed	-$3.59M	–	56
2020 Q3	$3.59M	Buy	56,016 +4,885	+10%	+$308K	2.25%	14
2020 Q2	$3M	Buy	+51,131	New	+$2.98M	2.07%	17

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madrona Financial Services's XLP Position: Q4 2020 in Review

Madrona Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 56,016 shares — an estimated $3.59M sold.

Madrona Financial Services first reported a position in XLP in Q2 2020 and held it in 2 quarters. The position peaked at $3.59M in Q3 2020. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Madrona Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Madrona Financial Services sold 56,016 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $3.59M.
Madrona Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
Madrona Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.59M in Q3 2020.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Madrona Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.