Personal Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Personal Capital Advisors’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 Q2	–	Sell	-5,076	Closed	-$385K	–	499
2022 Q1	$385K	Sell	5,076 -257	-5%	-$19.4K	﹤0.01%	343
2021 Q4	$482K	Sell	5,333 -107	-2%	-$7.75K	﹤0.01%	339
2021 Q3	$374K	Buy	5,440 +2,223	+69%	+$158K	﹤0.01%	360
2021 Q2	$225K	Sell	3,217 -2,098	-39%	-$147K	﹤0.01%	456
2021 Q1	$363K	Sell	5,315 -40	-0.7%	-$2.63K	﹤0.01%	355
2020 Q4	$361K	Sell	5,355 -76,464	-93%	-$5.05M	﹤0.01%	345
2020 Q3	$5.25M	Buy	81,819 +76,540	+1,450%	+$4.83M	0.04%	169
2020 Q2	$310K	Sell	5,279 -936	-15%	-$54.6K	﹤0.01%	285
2020 Q1	$339K	Buy	+6,215	New	+$377K	﹤0.01%	274

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

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

NAM

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

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

Personal Capital Advisors's XLP Position: Q2 2022 in Review

Personal Capital Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 5,076 shares — an estimated $385K sold.

Personal Capital Advisors first reported a position in XLP in Q1 2020 and held it in 9 quarters. The position peaked at $5.25M in Q3 2020. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Personal Capital Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 5,076 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $385K.
Personal Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
Personal Capital Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.25M in Q3 2020.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.