Squar Milner Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,793	Closed	-$97K	–	743
2020 Q1	$97K	Sell	1,793 -5	-0.3%	-$303	0.06%	272
2019 Q4	$113K	Buy	+1,798	New	+$111K	0.06%	301
2019 Q3	–	Sell	-1,793	Closed	-$104K	–	736
2019 Q2	$104K	Hold	1,793	–	–	0.07%	272
2019 Q1	$100K	Hold	1,793	–	–	0.07%	257
2018 Q4	$91K	Hold	1,793	–	–	0.09%	232
2018 Q3	$97K	Sell	1,793 -141	-7%	-$7.57K	0.09%	242
2018 Q2	$100K	Buy	+1,934	New	+$98.2K	0.09%	252

Other funds holding XLP

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Squar Milner Financial Services's XLP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2020, closing a stake of 1,793 shares — an estimated $97K sold.

Squar Milner Financial Services first reported a position in XLP in Q2 2018 and held it in 7 quarters. The position peaked at $113K in Q4 2019. 769 funds tracked by Wall St. Rank hold XLP as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,793 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2020, an estimated $97K.
Squar Milner Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $113K in Q4 2019.
769 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.