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

Vickerman & Driscoll 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
2020 Q1	$5.31M	Buy	97,537 +4,839	+5%	+$294K	3.26%	7
2019 Q4	$5.84M	Sell	92,698 -9,516	-9%	-$586K	2.95%	8
2019 Q3	$6.28M	Sell	102,214 -653	-0.6%	-$39.3K	3.44%	8
2019 Q2	$5.97M	Sell	102,867 -375	-0.4%	-$21.5K	3.31%	8
2019 Q1	$5.79M	Sell	103,242 -51,345	-33%	-$2.75M	3.27%	9
2018 Q4	$7.85M	Buy	154,587 +6,771	+5%	+$367K	6.1%	3
2018 Q3	$7.97M	Buy	147,816 +123	+0.1%	+$6.6K	5.56%	4
2018 Q2	$7.61M	Buy	147,693 +20,578	+16%	+$1.04M	5.55%	4
2018 Q1	$6.69M	Buy	127,115 +10,826	+9%	+$596K	4.94%	5
2017 Q4	$6.62M	Buy	+116,289	New	+$6.39M	5.2%	3

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLP Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.2% in Q1 2020, buying an estimated $294K and bringing the position to 97,537 shares worth $5.31M. The position accounts for 3.26% of the portfolio, ranked #7.

Vickerman & Driscoll Financial Advisors first reported a position in XLP in Q4 2017 and has held it in 10 quarters since. The position peaked at $7.97M in Q3 2018. 755 funds tracked by Wall St. Rank hold XLP as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 97,537 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.31M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 4,839 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2020, an estimated $294K.
State Street Consumer Staples Select Sector SPDR ETF made up 3.26% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #7 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.97M in Q3 2018.
755 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.