VFS
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VSR Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

VSR Financial Services’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
2016
Q2 		$471K Buy
8,543
+808
+10% +$43K 0.08% 272
2016
Q1 		$410K Sell
7,735
-276
-3% -$14K 0.04% 365
2015
Q4 		$404K Buy
8,011
+972
+14% +$48.3K 0.04% 364
2015
Q3 		$332K Buy
7,039
+60
+0.9% +$2.92K 0.04% 393
2015
Q2 		$332K Buy
+6,979
New +$341K 0.04% 425
2014
Q1 		– Sell
-7,281
Closed -$313K – 618
2013
Q4 		$313K Buy
7,281
+1,154
+19% +$48.7K 0.05% 410
2013
Q3 		$244K Buy
6,127
+362
+6% +$14.8K 0.04% 433
2013
Q2 		$229K Buy
+5,765
New +$235K 0.05% 437

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return