Viridian RIA’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Viridian RIA’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 Q4	–	Sell	-3,702	Closed	-$237K	–	72
2020 Q3	$237K	Sell	3,702 -2,667	-42%	-$168K	0.08%	60
2020 Q2	$373K	Sell	6,369 -167,656	-96%	-$9.79M	0.13%	52
2020 Q1	$9.48M	Sell	174,025 -4,512	-3%	-$274K	4.3%	12
2019 Q4	$11.2M	Buy	178,537 +6,111	+4%	+$376K	4.01%	10
2019 Q3	$10.6M	Buy	172,426 +1,682	+1%	+$101K	4.41%	8
2019 Q2	$9.94M	Buy	170,744 +164,941	+2,842%	+$9.44M	4.01%	9
2019 Q1	$325K	Sell	5,803 -155,518	-96%	-$8.32M	0.14%	45
2018 Q4	$8.2M	Sell	161,321 -2,818	-2%	-$153K	4.09%	7
2018 Q3	$8.85M	Buy	+164,139	New	+$8.81M	3.9%	8

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

NLI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Viridian RIA's XLP Position: Q4 2020 in Review

Viridian RIA sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 3,702 shares — an estimated $237K sold.

Viridian RIA first reported a position in XLP in Q3 2018 and held it in 9 quarters. The position peaked at $11.2M in Q4 2019. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Viridian RIA reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Viridian RIA sold 3,702 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $237K.
Viridian RIA first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2018 and held it in 9 quarters.
Viridian RIA's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.2M in Q4 2019.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Viridian RIA's 13F filing for Q4 2020, filed 9 Feb 2021.