Royal Fund Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Royal Fund 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
2020 Q1	–	Sell	-160	Closed	-$10K	–	763
2019 Q4	$10K	Sell	160 -160	-50%	-$9.86K	﹤0.01%	422
2019 Q3	$19K	Buy	+320	New	+$19.2K	0.01%	339
2019 Q1	–	Sell	-29	Closed	-$1K	–	687
2018 Q4	$1K	Buy	+29	New	+$1.57K	﹤0.01%	558
2018 Q2	–	Sell	-39	Closed	-$2K	–	653
2018 Q1	$2K	Sell	39 -129	-77%	-$7.11K	﹤0.01%	465
2017 Q4	$9K	Buy	+168	New	+$9.23K	﹤0.01%	393
2017 Q1	–	Sell	-41	Closed	-$2K	–	484
2016 Q4	$2K	Buy	+41	New	+$2.12K	﹤0.01%	357

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Royal Fund Management's XLP Position: Q1 2020 in Review

Royal Fund Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2020, closing a stake of 160 shares — an estimated $10K sold.

Royal Fund Management first reported a position in XLP in Q4 2016 and held it in 6 quarters. The position peaked at $19K in Q3 2019. 753 funds tracked by Wall St. Rank hold XLP as of Q1 2020.

Royal Fund Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Royal Fund Management sold 160 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2020, an estimated $10K.
Royal Fund Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Royal Fund Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $19K in Q3 2019.
753 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.