SI
XLP icon

Symmetry Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Symmetry Investments’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
2024
Q2 		– Sell
-45,226
Closed -$3.45M – 262
2024
Q1 		$3.45M Buy
45,226
+1,826
+4% +$135K 0.21% 70
2023
Q4 		$3.13M Sell
43,400
-82,639
-66% -$5.72M 0.23% 74
2023
Q3 		$8.67M Buy
126,039
+93,084
+282% +$6.81M 1.77% 14
2023
Q2 		$2.44M Buy
+32,955
New +$2.47M 0.37% 62
2021
Q4 		– Sell
-70,845
Closed -$4.88M – 154
2021
Q3 		$4.88M Buy
70,845
+25,000
+55% +$1.78M 0.74% 44
2021
Q2 		$3.21M Buy
45,845
+25,845
+129% +$1.81M 0.91% 30
2021
Q1 		$1.37M Buy
+20,000
New +$1.32M 0.33% 52

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return