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

Sunflower Bank Wealth 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
2020 Q3	–	Sell	-9,000	Closed	-$528K	–	128
2020 Q2	$528K	Hold	9,000	–	–	0.18%	69
2020 Q1	$490K	Hold	9,000	–	–	0.19%	70
2019 Q4	$567K	Sell	9,000 -61,340	-87%	-$3.78M	0.17%	80
2019 Q3	$4.32M	Sell	70,340 -2,840	-4%	-$171K	1.38%	14
2019 Q2	$4.25M	Buy	+73,180	New	+$4.19M	1.37%	15
2019 Q1	–	Sell	-82,105	Closed	-$4.17M	–	134
2018 Q4	$4.17M	Buy	+82,105	New	+$4.45M	1.34%	15
2018 Q1	–	Sell	-3,514	Closed	-$200K	–	145
2017 Q4	$200K	Sell	3,514 -260	-7%	-$14.3K	0.05%	135
2017 Q3	$204K	Hold	3,774	–	–	0.07%	92
2017 Q2	$207K	Buy	+3,774	New	+$210K	0.07%	96
2016 Q3	–	Sell	-65,475	Closed	-$3.61M	–	90
2016 Q2	$3.61M	Sell	65,475 -53	-0.1%	-$2.82K	1.27%	15
2016 Q1	$3.48M	Buy	65,528 +29,062	+80%	+$1.48M	1.24%	16
2015 Q4	$1.84M	Buy	+36,466	New	+$1.81M	0.65%	32
2015 Q2	–	Sell	-39,660	Closed	-$1.93M	–	99
2015 Q1	$1.93M	Buy	39,660 +4,541	+13%	+$223K	0.64%	31
2014 Q4	$1.7M	Buy	+35,119	New	+$1.66M	0.54%	36

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

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

Sunflower Bank Wealth Management's XLP Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 9,000 shares — an estimated $528K sold.

Sunflower Bank Wealth Management first reported a position in XLP in Q4 2014 and held it in 14 quarters. The position peaked at $4.32M in Q3 2019. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

Sunflower Bank Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 9,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $528K.
Sunflower Bank Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 14 quarters.
Sunflower Bank Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.32M in Q3 2019.
791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.