Retirement Design & Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Retirement Design & Management’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
2016 Q3	–	Sell	-42,709	Closed	-$2.35M	–	66
2016 Q2	$2.35M	Sell	42,709 -922	-2%	-$49K	1.47%	16
2016 Q1	$2.31M	Sell	43,631 -41,716	-49%	-$2.12M	1.65%	15
2015 Q4	$4.31M	Buy	85,347 +32,486	+61%	+$1.61M	2.4%	15
2015 Q3	$2.5M	Buy	+52,861	New	+$2.57M	2.58%	14

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

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

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

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

SGI

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

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

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

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

Retirement Design & Management's XLP Position: Q3 2016 in Review

Retirement Design & Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2016, closing a stake of 42,709 shares — an estimated $2.35M sold.

Retirement Design & Management first reported a position in XLP in Q3 2015 and held it in 4 quarters. The position peaked at $4.31M in Q4 2015. 459 funds tracked by Wall St. Rank hold XLP as of Q3 2016.

Retirement Design & Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 42,709 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2016, an estimated $2.35M.
Retirement Design & Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and held it in 4 quarters.
Retirement Design & Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.31M in Q4 2015.
459 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.