Seven Springs Wealth Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Seven Springs Wealth 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
2022 Q1	–	Sell	-2,911	Closed	-$224K	–	70
2021 Q4	$224K	Hold	2,911	–	–	0.1%	60
2021 Q3	$200K	Hold	2,911	–	–	0.1%	75
2021 Q2	$204K	Hold	2,911	–	–	0.09%	77
2021 Q1	$199K	Hold	2,911	–	–	0.09%	50
2020 Q4	$196K	Sell	2,911 -1,290	-31%	-$85.2K	0.1%	49
2020 Q3	$269K	Buy	4,201 +560	+15%	+$35.4K	0.17%	45
2020 Q2	$214K	Buy	3,641 +136	+4%	+$7.94K	0.14%	43
2020 Q1	$191K	Buy	+3,505	New	+$213K	0.13%	47

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

VMPIC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Seven Springs Wealth Group's XLP Position: Q1 2022 in Review

Seven Springs Wealth Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2022, closing a stake of 2,911 shares — an estimated $224K sold.

Seven Springs Wealth Group first reported a position in XLP in Q1 2020 and held it in 8 quarters. The position peaked at $269K in Q3 2020. 1,040 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Seven Springs Wealth Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 2,911 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $224K.
Seven Springs Wealth Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
Seven Springs Wealth Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $269K in Q3 2020.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Seven Springs Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.