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UR
USCA RIA’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
USCA RIA’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-3,788
Closed
-$243K
–
520
2020
Q3
$243K
Hold
3,788
–
–
0.02%
397
2020
Q2
$222K
Hold
3,788
–
–
0.02%
395
2020
Q1
$206K
Sell
3,788
-727
-16%
-$44.1K
0.02%
365
2019
Q4
$284K
Hold
4,515
–
–
0.03%
397
2019
Q3
$277K
Buy
4,515
+306
+7%
+$18.4K
0.03%
382
2019
Q2
$244K
Sell
4,209
-1,143
-21%
-$65.4K
0.02%
388
2019
Q1
$300K
Sell
5,352
-18,712
-78%
-$1M
0.03%
349
2018
Q4
$1.22M
Buy
24,064
+10,980
+84%
+$596K
0.16%
167
2018
Q3
$706K
Buy
+13,084
New
+$702K
0.07%
265
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
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
NLI
Nippon Life Insurance
Tokyo, Japan
$6.04B AUM
4.21%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board
Toronto, Ontario, Canada
$3.46B AUM
7.79%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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