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WAM
Wealthspire Advisors (Maryland)’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-2,184
Closed
-$123K
–
2128
2019
Q1
$123K
Hold
2,184
–
–
0.01%
571
2018
Q4
$111K
Buy
2,184
+200
+10%
+$10.9K
0.01%
575
2018
Q3
$107K
Sell
1,984
-29
-1%
-$1.56K
0.01%
661
2018
Q2
$104K
Sell
2,013
-11
-0.5%
-$559
0.01%
694
2018
Q1
$107K
Buy
2,024
+40
+2%
+$2.2K
0.01%
686
2017
Q4
$113K
Sell
1,984
-144
-7%
-$7.91K
0.01%
667
2017
Q3
$115K
Buy
2,128
+144
+7%
+$7.91K
0.01%
655
2017
Q2
$109K
Hold
1,984
–
–
0.01%
664
2017
Q1
$108K
Sell
1,984
-515
-21%
-$27.7K
0.02%
572
2016
Q4
$129K
Sell
2,499
-732
-23%
-$37.9K
0.02%
498
2016
Q3
$172K
Buy
3,231
+106
+3%
+$5.77K
0.03%
421
2016
Q2
$172K
Buy
3,125
+2,525
+421%
+$134K
0.03%
405
2016
Q1
$32K
Hold
600
–
–
0.01%
818
2015
Q4
$30K
Buy
+600
New
+$29.8K
0.01%
840
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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