Union Savings Bank’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Union Savings Bank’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 Q3	–	Sell	-150	Closed	-$11.5K	–	306
2024 Q2	$11.5K	Hold	150	–	–	0.01%	272
2024 Q1	$11.5K	Hold	150	–	–	0.01%	278
2023 Q4	$10.8K	Hold	150	–	–	0.01%	281
2023 Q3	$10.3K	Hold	150	–	–	0.01%	276
2023 Q2	$11.4K	Buy	+150	New	+$11.3K	0.01%	267

Other funds holding XLP

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Union Savings Bank's XLP Position: Q3 2024 in Review

Union Savings Bank sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2024, closing a stake of 150 shares — an estimated $11.5K sold.

Union Savings Bank first reported a position in XLP in Q2 2023 and held it in 5 quarters. The position peaked at $11.5K in Q2 2024. 1,143 funds tracked by Wall St. Rank hold XLP as of Q3 2024.

Union Savings Bank reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Union Savings Bank sold 150 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2024, an estimated $11.5K.
Union Savings Bank first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
Union Savings Bank's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.5K in Q2 2024.
1,143 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2024.

Based on Union Savings Bank's 13F filing for Q3 2024, filed 15 Oct 2024.