Welch & Forbes’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Welch & Forbes’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	-2,941	Closed	-$201K	–	400
2021 Q1	$201K	Sell	2,941 -1,500	-34%	-$98.6K	﹤0.01%	381
2020 Q4	$300K	Hold	4,441	–	–	0.01%	336
2020 Q3	$285K	Buy	+4,441	New	+$280K	0.01%	310
2019 Q2	–	Sell	-5,927	Closed	-$333K	–	357
2019 Q1	$333K	Hold	5,927	–	–	0.01%	292
2018 Q4	$301K	Hold	5,927	–	–	0.01%	288
2018 Q3	$320K	Hold	5,927	–	–	0.01%	301
2018 Q2	$305K	Hold	5,927	–	–	0.01%	307
2018 Q1	$312K	Hold	5,927	–	–	0.01%	302
2017 Q4	$337K	Hold	5,927	–	–	0.01%	280
2017 Q3	$320K	Hold	5,927	–	–	0.01%	282
2017 Q2	$326K	Hold	5,927	–	–	0.01%	285
2017 Q1	$323K	Buy	+5,927	New	+$319K	0.01%	279

Other funds holding XLP

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

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

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

NAM

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

Welch & Forbes's XLP Position: Q2 2021 in Review

Welch & Forbes sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2021, closing a stake of 2,941 shares — an estimated $201K sold.

Welch & Forbes first reported a position in XLP in Q1 2017 and held it in 12 quarters. The position peaked at $337K in Q4 2017. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

Welch & Forbes reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Welch & Forbes sold 2,941 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $201K.
Welch & Forbes first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and held it in 12 quarters.
Welch & Forbes's State Street Consumer Staples Select Sector SPDR ETF position peaked at $337K in Q4 2017.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on Welch & Forbes's 13F filing for Q2 2021, filed 22 Jul 2021.