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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

SevenBridge Financial Group's XLP Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2019, closing a stake of 346 shares — an estimated $20K sold.

SevenBridge Financial Group first reported a position in XLP in Q2 2016 and held it in 13 quarters. The position peaked at $30K in Q2 2016. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 346 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $20K.
SevenBridge Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $30K in Q2 2016.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.