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Safeguard Investment Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Safeguard Investment Advisory Group’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
-2,416
Closed -$162K – 739
2020
Q4 		$162K Buy
+2,416
New +$160K 0.14% 86

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safeguard Investment Advisory Group's XLP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 2,416 shares — an estimated $162K sold.

Safeguard Investment Advisory Group first reported a position in XLP in Q4 2020 and held it in 1 quarter. The position peaked at $162K in Q4 2020. 849 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,416 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $162K.
  • Safeguard Investment Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $162K 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 Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.