Vishria Bird Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Vishria Bird Financial Group’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 Q2	–	Sell	-3,561	Closed	-$243K	–	59
2021 Q1	$243K	Hold	3,561	–	–	0.13%	49
2020 Q4	$240K	Hold	3,561	–	–	0.14%	46
2020 Q3	$228K	Hold	3,561	–	–	0.14%	44
2020 Q2	$209K	Buy	+3,561	New	+$208K	0.16%	39
2020 Q1	–	Sell	-3,561	Closed	-$224K	–	50
2019 Q4	$224K	Hold	3,561	–	–	0.22%	45
2019 Q3	$219K	Hold	3,561	–	–	0.25%	44
2019 Q2	$207K	Buy	+3,561	New	+$204K	0.21%	49

Other funds holding XLP

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Vishria Bird Financial Group's XLP Position: Q2 2021 in Review

Vishria Bird Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 3,561 shares — an estimated $243K sold.

Vishria Bird Financial Group first reported a position in XLP in Q2 2019 and held it in 7 quarters. The position peaked at $243K in Q1 2021. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Vishria Bird Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 3,561 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $243K.
Vishria Bird Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 7 quarters.
Vishria Bird Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $243K in Q1 2021.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Vishria Bird Financial Group's 13F filing for Q2 2021, filed 2 Aug 2021.