Sonora Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sonora Investment Management’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 Q3	$41K	Buy	600 +500	+500%	+$35.6K	0.01%	465
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	773
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	1427
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	1367
2020 Q3	$6K	Sell	100 -52	-34%	-$3.28K	﹤0.01%	1403
2020 Q2	$9K	Buy	152 +52	+52%	+$3.04K	﹤0.01%	1165
2020 Q1	$5K	Sell	100 -274	-73%	-$16.6K	﹤0.01%	1280
2019 Q4	$24K	Buy	374 +194	+108%	+$12K	﹤0.01%	807
2019 Q3	$11K	Buy	+180	New	+$10.8K	﹤0.01%	1143
2018 Q3	–	Sell	-36	Closed	-$2K	–	1268
2018 Q2	$2K	Buy	+36	New	+$1.83K	﹤0.01%	1078

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

VMPIC

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sonora Investment Management's XLP Position: Q3 2021 in Review

Sonora Investment Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 500% in Q3 2021, buying an estimated $35.6K and bringing the position to 600 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #465.

Sonora Investment Management first reported a position in XLP in Q2 2018 and has held it in 10 quarters since. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Sonora Investment Management held 600 shares of State Street Consumer Staples Select Sector SPDR ETF worth $41K as of Q3 2021.
Sonora Investment Management bought 500 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $35.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #465 holding.
Sonora Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and has held it in 10 quarters since.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.