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WF
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
$1.37T AUM
24.88%
1-Year Est. Return
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
$1.47T 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
$168B 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
$564B AUM
30.12%
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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