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

Ropes 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	-660	Closed	-$45K	–	811
2020 Q4	$45K	Buy	+660	New	+$43.6K	0.01%	397
2020 Q1	–	Sell	-2,288	Closed	-$144K	–	577
2019 Q4	$144K	Buy	2,288 +2,123	+1,287%	+$131K	0.03%	238
2019 Q3	$10K	Buy	+165	New	+$9.92K	﹤0.01%	480

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

Ropes Wealth Advisors's XLP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 660 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in XLP in Q3 2019 and held it in 3 quarters. The position peaked at $144K in Q4 2019. 849 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 660 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $45K.
Ropes Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Ropes Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $144K in Q4 2019.
849 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.