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SkyOak Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-21,590
Closed -$1.27M – 249
2020
Q2 		$1.27M Buy
+21,590
New +$1.26M 0.47% 54
2020
Q1 		– Sell
-9,223
Closed -$581K – 323
2019
Q4 		$581K Buy
+9,223
New +$568K 0.18% 138

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

SkyOak Wealth's XLP Position: Q3 2020 in Review

SkyOak Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 21,590 shares — an estimated $1.27M sold.

SkyOak Wealth first reported a position in XLP in Q4 2019 and held it in 2 quarters. The position peaked at $1.27M in Q2 2020. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

  • SkyOak Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 21,590 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $1.27M.
  • SkyOak Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • SkyOak Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.27M in Q2 2020.
  • 791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.