Meristem Family Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Meristem Family Wealth’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
2022 Q1	$1.33M	Sell	17,580 -20,355	-54%	-$1.53M	0.14%	81
2021 Q4	$2.92M	Hold	37,935	–	–	0.25%	50
2021 Q3	$2.61M	Buy	37,935 +6,803	+22%	+$485K	0.25%	49
2021 Q2	$2.18M	Buy	31,132 +16,210	+109%	+$1.13M	0.34%	39
2021 Q1	$1.02M	Hold	14,922	–	–	0.21%	61
2020 Q4	$1.01M	Hold	14,922	–	–	0.21%	62
2020 Q3	$957K	Hold	14,922	–	–	0.25%	59
2020 Q2	$875K	Hold	14,922	–	–	0.24%	62
2020 Q1	$813K	Hold	14,922	–	–	0.25%	59
2019 Q4	$940K	Hold	14,922	–	–	0.23%	61
2019 Q3	$917K	Hold	14,922	–	–	0.25%	59
2019 Q2	$867K	Sell	14,922 -800	-5%	-$45.8K	0.26%	59
2019 Q1	$882K	Sell	15,722 -2,421	-13%	-$129K	0.3%	48
2018 Q4	$921K	Sell	18,143 -8,702	-32%	-$472K	0.34%	43
2018 Q3	$1.45M	Hold	26,845	–	–	0.5%	31
2018 Q2	$1.38M	Hold	26,845	–	–	0.49%	29
2018 Q1	$1.41M	Sell	26,845 -498	-2%	-$27.4K	0.5%	31
2017 Q4	$1.56M	Hold	27,343	–	–	0.56%	26
2017 Q3	$1.48M	Hold	27,343	–	–	0.59%	25
2017 Q2	$1.5M	Hold	27,343	–	–	0.62%	26
2017 Q1	$1.49M	Hold	27,343	–	–	0.59%	26
2016 Q4	$1.41M	Hold	27,343	–	–	0.58%	29
2016 Q3	$1.46M	Sell	27,343 -159	-0.6%	-$8.66K	0.61%	28
2016 Q2	$1.52M	Sell	27,502 -3,750	-12%	-$199K	0.67%	27
2016 Q1	$1.66M	Hold	31,252	–	–	0.73%	25
2015 Q4	$1.58M	Hold	31,252	–	–	0.62%	29
2015 Q3	$1.48M	Hold	31,252	–	–	0.77%	26
2015 Q2	$1.49M	Hold	31,252	–	–	0.65%	27
2015 Q1	$1.52M	Hold	31,252	–	–	0.64%	28
2014 Q4	$1.51M	Sell	31,252 -2,556	-8%	-$121K	0.55%	30
2014 Q3	$1.52M	Hold	33,808	–	–	0.65%	29
2014 Q2	$1.51M	Sell	33,808 -58	-0.2%	-$2.57K	0.63%	29
2014 Q1	$1.46M	Sell	33,866 -1,433	-4%	-$60.2K	0.64%	29
2013 Q4	$1.52M	Sell	35,299 -248	-0.7%	-$10.5K	0.62%	28
2013 Q3	$1.42M	Hold	35,547	–	–	0.65%	27
2013 Q2	$1.41M	Buy	+35,547	New	+$1.45M	0.65%	26

Other funds holding XLP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meristem Family Wealth's XLP Position: Q1 2022 in Review

Meristem Family Wealth reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 54% in Q1 2022, selling an estimated $1.53M and leaving 17,580 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #81.

Meristem Family Wealth first reported a position in XLP in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.92M in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Meristem Family Wealth held 17,580 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.33M as of Q1 2022.
Meristem Family Wealth sold 20,355 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $1.53M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Meristem Family Wealth's portfolio in Q1 2022, its #81 holding.
Meristem Family Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Meristem Family Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.92M in Q4 2021.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.