Tevis Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tevis Investment 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
2022 Q2	–	Sell	-1,445	Closed	-$109K	–	522
2022 Q1	$109K	Sell	1,445 -137	-9%	-$10.3K	0.1%	132
2021 Q4	$122K	Buy	+1,582	New	+$115K	0.11%	136

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Tevis Investment Management's XLP Position: Q2 2022 in Review

Tevis Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2022, closing a stake of 1,445 shares — an estimated $109K sold.

Tevis Investment Management first reported a position in XLP in Q4 2021 and held it in 2 quarters. The position peaked at $122K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold XLP as of Q2 2022.

Tevis Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Tevis Investment Management sold 1,445 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2022, an estimated $109K.
Tevis Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Tevis Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $122K in Q4 2021.
1,051 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2022.

Based on Tevis Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.