US Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

US Financial Advisors’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
2021 Q1	–	Sell	-2,981	Closed	-$201K	–	147
2020 Q4	$201K	Buy	+2,981	New	+$197K	0.06%	129
2016 Q2	–	Sell	-1,560	Closed	-$83K	–	406
2016 Q1	$83K	Sell	1,560 -118,761	-99%	-$6.03M	0.14%	67
2015 Q4	$6.08M	Buy	120,321 +103,331	+608%	+$5.14M	5.76%	1
2015 Q3	$802K	Sell	16,990 -120,122	-88%	-$5.84M	1.33%	11
2015 Q2	$6.53M	Buy	137,112 +3,159	+2%	+$154K	6.16%	1
2015 Q1	$6.53M	Sell	133,953 -14,549	-10%	-$714K	5.93%	1
2014 Q4	$7.2M	Buy	+148,502	New	+$7.03M	6.43%	1

Other funds holding XLP

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

US Financial Advisors's XLP Position: Q1 2021 in Review

US Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2021, closing a stake of 2,981 shares — an estimated $201K sold.

US Financial Advisors first reported a position in XLP in Q4 2014 and held it in 7 quarters. The position peaked at $7.2M in Q4 2014. 849 funds tracked by Wall St. Rank hold XLP as of Q1 2021.

US Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
US Financial Advisors sold 2,981 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2021, an estimated $201K.
US Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 7 quarters.
US Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.2M in Q4 2014.
849 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2021.

Based on US Financial Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.