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SFG
SevenBridge Financial Group’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
SevenBridge Financial 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
2019
Q3
–
Sell
-346
Closed
-$20K
–
586
2019
Q2
$20K
Hold
346
–
–
0.01%
387
2019
Q1
$19K
Hold
346
–
–
0.01%
351
2018
Q4
$18K
Hold
346
–
–
0.01%
320
2018
Q3
$19K
Hold
346
–
–
0.01%
349
2018
Q2
$18K
Hold
346
–
–
0.01%
361
2018
Q1
$18K
Hold
346
–
–
0.01%
368
2017
Q4
$20K
Hold
346
–
–
0.01%
375
2017
Q3
$19K
Hold
346
–
–
0.01%
381
2017
Q2
$19K
Hold
346
–
–
0.01%
388
2017
Q1
$19K
Sell
346
-154
-31%
-$8.28K
0.01%
377
2016
Q4
$26K
Hold
500
–
–
0.02%
332
2016
Q3
$26K
Sell
500
-53
-10%
-$2.89K
0.02%
331
2016
Q2
$30K
Buy
+553
New
+$29.4K
0.02%
350
Other funds holding XLP
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$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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