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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

VSR Financial Services's XLP Position: Q2 2016 in Review

VSR Financial Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 10% in Q2 2016, buying an estimated $43K and bringing the position to 8,543 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #272.

VSR Financial Services first reported a position in XLP in Q2 2013 and has held it in 8 quarters since. 487 funds tracked by Wall St. Rank hold XLP as of Q2 2016.

VSR Financial Services held 8,543 shares of State Street Consumer Staples Select Sector SPDR ETF worth $471K as of Q2 2016.
VSR Financial Services bought 808 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2016, an estimated $43K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of VSR Financial Services's portfolio in Q2 2016, its #272 holding.
VSR Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
487 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.