Novak Financial Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Novak Financial Planning’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 Q2	$734K	Sell	10,489 -411	-4%	-$28.8K	0.36%	72
2021 Q1	$745K	Buy	10,900 +2	+0%	+$132	0.41%	68
2020 Q4	$735K	Buy	+10,898	New	+$720K	0.43%	64

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

NAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Novak Financial Planning's XLP Position: Q2 2021 in Review

Novak Financial Planning reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.8% in Q2 2021, selling an estimated $28.8K and leaving 10,489 shares worth $734K. The position accounts for 0.36% of the portfolio, ranked #72.

Novak Financial Planning first reported a position in XLP in Q4 2020 and has held it in 3 quarters since. The position peaked at $745K in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Novak Financial Planning held 10,489 shares of State Street Consumer Staples Select Sector SPDR ETF worth $734K as of Q2 2021.
Novak Financial Planning sold 411 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $28.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.36% of Novak Financial Planning's portfolio in Q2 2021, its #72 holding.
Novak Financial Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
Novak Financial Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $745K in Q1 2021.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.