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Portfolio Strategies (Washington)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Portfolio Strategies (Washington)’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
2014
Q4 		$888K Sell
18,318
-2,187
-11% -$104K 1.09% 20
2014
Q3 		$925K Buy
+20,505
New +$920K 1.06% 23

Other funds holding XLP

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Portfolio Strategies (Washington)'s XLP Position: Q4 2014 in Review

Portfolio Strategies (Washington) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q4 2014, selling an estimated $104K and leaving 18,318 shares worth $888K. The position accounts for 1.09% of the portfolio, ranked #20.

Portfolio Strategies (Washington) first reported a position in XLP in Q3 2014 and has held it in 2 quarters since. The position peaked at $925K in Q3 2014. 422 funds tracked by Wall St. Rank hold XLP as of Q4 2014.

  • Portfolio Strategies (Washington) held 18,318 shares of State Street Consumer Staples Select Sector SPDR ETF worth $888K as of Q4 2014.
  • Portfolio Strategies (Washington) sold 2,187 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2014, an estimated $104K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.09% of Portfolio Strategies (Washington)'s portfolio in Q4 2014, its #20 holding.
  • Portfolio Strategies (Washington) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2014 and has held it in 2 quarters since.
  • Portfolio Strategies (Washington)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $925K in Q3 2014.
  • 422 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.