Mid Atlantic Financial Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.14M	Buy	16,597 +3,032	+22%	+$216K	0.08%	223
2021 Q2	$949K	Buy	13,565 +528	+4%	+$37K	0.06%	269
2021 Q1	$891K	Sell	13,037 -1,261	-9%	-$82.9K	0.07%	265
2020 Q4	$964K	Buy	14,298 +791	+6%	+$52.3K	0.07%	236
2020 Q3	$877K	Buy	13,507 +919	+7%	+$58K	0.08%	233
2020 Q2	$738K	Buy	12,588 +477	+4%	+$27.8K	0.07%	244
2020 Q1	$660K	Buy	12,111 +2,625	+28%	+$159K	0.08%	247
2019 Q4	$597K	Buy	9,486 +3,644	+62%	+$224K	0.06%	339
2019 Q3	$359K	Sell	5,842 -1,708	-23%	-$103K	0.04%	445
2019 Q2	$438K	Buy	7,550 +424	+6%	+$24.3K	0.05%	409
2019 Q1	$400K	Buy	+7,126	New	+$381K	0.04%	421

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Mid Atlantic Financial Management's XLP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q3 2021, buying an estimated $216K and bringing the position to 16,597 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #223.

Mid Atlantic Financial Management first reported a position in XLP in Q1 2019 and has held it in 11 quarters since. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Mid Atlantic Financial Management held 16,597 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.14M as of Q3 2021.
Mid Atlantic Financial Management bought 3,032 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $216K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #223 holding.
Mid Atlantic Financial Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 11 quarters since.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.