Riverpoint Wealth Management Holdings’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Riverpoint Wealth Management Holdings’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 Q3	–	Sell	-5,027	Closed	-$352K	–	82
2021 Q2	$352K	Sell	5,027 -56	-1%	-$3.92K	0.1%	69
2021 Q1	$347K	Sell	5,083 -710	-12%	-$46.7K	0.1%	69
2020 Q4	$391K	Buy	5,793 +475	+9%	+$31.4K	0.12%	64
2020 Q3	$341K	Buy	+5,318	New	+$336K	0.12%	61

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings's XLP Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2021, closing a stake of 5,027 shares — an estimated $352K sold.

Riverpoint Wealth Management Holdings first reported a position in XLP in Q3 2020 and held it in 4 quarters. The position peaked at $391K in Q4 2020. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 5,027 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $352K.
Riverpoint Wealth Management Holdings first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
Riverpoint Wealth Management Holdings's State Street Consumer Staples Select Sector SPDR ETF position peaked at $391K in Q4 2020.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.