Wechter Feldman Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wechter Feldman Wealth Management’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 Q2	–	Sell	-83,544	Closed	-$5.71M	–	27
2021 Q1	$5.71M	Sell	83,544 -114,720	-58%	-$7.54M	4.21%	8
2020 Q4	$13.4M	Sell	198,264 -5,077	-2%	-$336K	9.89%	5
2020 Q3	$13M	Buy	203,341 +92,218	+83%	+$5.82M	10.23%	5
2020 Q2	$6.52M	Buy	111,123 +28,882	+35%	+$1.69M	5.91%	7
2020 Q1	$4.48M	Sell	82,241 -228,626	-74%	-$13.9M	10.94%	3
2019 Q4	$19.6M	Sell	310,867 -856	-0.3%	-$52.7K	13.05%	3
2019 Q3	$19.1M	Buy	311,723 +8,254	+3%	+$496K	12.08%	3
2019 Q2	$17.6M	Sell	303,469 -6,620	-2%	-$379K	11.67%	3
2019 Q1	$17.4M	Buy	310,089 +58,330	+23%	+$3.12M	11.36%	3
2018 Q4	$12.8M	Buy	+251,759	New	+$13.7M	12.3%	3
2017 Q1	–	Sell	-4,990	Closed	-$258K	–	36
2016 Q4	$258K	Buy	+4,990	New	+$258K	0.17%	26

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wechter Feldman Wealth Management's XLP Position: Q2 2021 in Review

Wechter Feldman Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 83,544 shares — an estimated $5.71M sold.

Wechter Feldman Wealth Management first reported a position in XLP in Q4 2016 and held it in 11 quarters. The position peaked at $19.6M in Q4 2019. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Wechter Feldman Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wechter Feldman Wealth Management sold 83,544 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $5.71M.
Wechter Feldman Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
Wechter Feldman Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $19.6M in Q4 2019.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.