TrueWealth LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TrueWealth LLC’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 Q2	$9K	Hold	150	–	–	﹤0.01%	489
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	488
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	483
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	476
2019 Q2	$9K	Sell	150 -299	-67%	-$17.1K	﹤0.01%	476
2019 Q1	$25K	Buy	449 +299	+199%	+$16K	0.01%	345
2018 Q4	$8K	Hold	150	–	–	﹤0.01%	473
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	532
2018 Q2	$8K	Sell	150 -369	-71%	-$18.7K	﹤0.01%	540
2018 Q1	$27K	Buy	519 +369	+246%	+$20.3K	0.01%	322
2017 Q4	$9K	Buy	+150	New	+$8.24K	﹤0.01%	538

Other funds holding XLP

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

NLI

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TrueWealth LLC's XLP Position: Q2 2020 in Review

TrueWealth LLC held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2020 at 150 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

TrueWealth LLC first reported a position in XLP in Q4 2017 and has held it in 11 quarters since. The position peaked at $27K in Q1 2018. 769 funds tracked by Wall St. Rank hold XLP as of Q2 2020.

TrueWealth LLC held 150 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9K as of Q2 2020.
TrueWealth LLC left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2020.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #489 holding.
TrueWealth LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $27K in Q1 2018.
769 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.