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Strategic Wealth Management Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Strategic Wealth Management 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
2021
Q2 		– Sell
-3,218
Closed -$220K – 137
2021
Q1 		$220K Buy
+3,218
New +$212K 0.08% 126

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management Group's XLP Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 3,218 shares — an estimated $220K sold.

Strategic Wealth Management Group first reported a position in XLP in Q1 2021 and held it in 1 quarter. The position peaked at $220K in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

  • Strategic Wealth Management Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 3,218 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $220K.
  • Strategic Wealth Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Strategic Wealth Management Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $220K in Q1 2021.
  • 840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.