Wealth Quarterback’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wealth Quarterback’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 Q3	$57K	Buy	8,793 +7,875	+858%	+$561K	0.04%	215
2021 Q2	$65K	Buy	+918	New	+$64.3K	0.04%	207
2020 Q4	–	Sell	-4,701	Closed	-$276K	–	130
2020 Q3	$276K	Hold	4,701	–	–	0.25%	86
2020 Q2	$276K	Sell	4,701 -3,017	-39%	-$176K	0.25%	86
2020 Q1	$420K	Buy	7,718 +3,683	+91%	+$224K	0.39%	60
2019 Q4	$254K	Buy	+4,035	New	+$249K	0.22%	94

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Wealth Quarterback's XLP Position: Q3 2021 in Review

Wealth Quarterback increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 858% in Q3 2021, buying an estimated $561K and bringing the position to 8,793 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #215.

Wealth Quarterback first reported a position in XLP in Q4 2019 and has held it in 6 quarters since. The position peaked at $420K in Q1 2020. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Wealth Quarterback held 8,793 shares of State Street Consumer Staples Select Sector SPDR ETF worth $57K as of Q3 2021.
Wealth Quarterback bought 7,875 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2021, an estimated $561K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #215 holding.
Wealth Quarterback first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Quarterback's State Street Consumer Staples Select Sector SPDR ETF position peaked at $420K in Q1 2020.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.