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

Stearns Financial Services 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
-85
Closed -$5K – 190
2019
Q2 		$5K Buy
+85
New +$4.87K ﹤0.01% 168

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bessemer Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stearns Financial Services Group's XLP Position: Q3 2019 in Review

Stearns Financial Services Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2019, closing a stake of 85 shares — an estimated $5K sold.

Stearns Financial Services Group first reported a position in XLP in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

  • Stearns Financial Services Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Stearns Financial Services Group sold 85 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $5K.
  • Stearns Financial Services Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • Stearns Financial Services Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5K in Q2 2019.
  • 693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on Stearns Financial Services Group's 13F filing for Q3 2019, filed 14 Nov 2019.