NEXT Financial Holdings’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

NEXT Financial 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
2019 Q1	$806K	Buy	+14,365	New	+$768K	0.2%	62

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NEXT Financial Holdings's XLP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2019: 14,365 shares worth $806K. The stake represents 0.2% of the portfolio and ranks #62 among its holdings.

655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

NEXT Financial Holdings held 14,365 shares of State Street Consumer Staples Select Sector SPDR ETF worth $806K as of Q1 2019.
State Street Consumer Staples Select Sector SPDR ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of NEXT Financial Holdings's portfolio in Q1 2019, its #62 holding.
655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.