Regent Peak Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-672	Closed	-$45K	–	1025
2020 Q4	$45K	Buy	+672	New	+$44.4K	0.02%	324

Other funds holding XLP

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Regent Peak Wealth Advisors's XLP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 672 shares — an estimated $45K sold.

Regent Peak Wealth Advisors first reported a position in XLP in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 849 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 672 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $45K.
Regent Peak Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $45K in Q4 2020.
849 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.