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	–	2084
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

SGI

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2019, closing a stake of 2,184 shares — an estimated $123K sold.

Wealthspire Advisors (Maryland) first reported a position in XLP in Q4 2015 and held it in 14 quarters. The position peaked at $172K in Q3 2016. 671 funds tracked by Wall St. Rank hold XLP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,184 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2019, an estimated $123K.
Wealthspire Advisors (Maryland) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $172K in Q3 2016.
671 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.