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Tower Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tower Trust’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
2014
Q1 		$1.72M Buy
39,913
+1,130
+3% +$47.5K 1.08% 26
2013
Q4 		$1.67M Buy
38,783
+1,730
+5% +$73K 1.01% 28
2013
Q3 		$1.47M Sell
37,053
-2,294
-6% -$93.5K 1% 32
2013
Q2 		$1.56M Buy
+39,347
New +$1.6M 1.12% 31

Other funds holding XLP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Tower Trust's XLP Position: Q1 2014 in Review

Tower Trust increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.9% in Q1 2014, buying an estimated $47.5K and bringing the position to 39,913 shares worth $1.72M. The position accounts for 1.08% of the portfolio, ranked #26.

Tower Trust first reported a position in XLP in Q2 2013 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold XLP as of Q1 2014.

  • Tower Trust held 39,913 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.72M as of Q1 2014.
  • Tower Trust bought 1,130 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2014, an estimated $47.5K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.08% of Tower Trust's portfolio in Q1 2014, its #26 holding.
  • Tower Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.