WSTAM
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Wilbanks Smith & Thomas Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020
Q3 		– Sell
-98,061
Closed -$5.75M – 409
2020
Q2 		$5.75M Buy
+98,061
New +$5.72M 0.35% 67
2017
Q2 		– Sell
-5,095
Closed -$278K – 356
2017
Q1 		$278K Buy
+5,095
New +$274K 0.02% 254
2016
Q1 		– Sell
-12,825
Closed -$648K – 307
2015
Q4 		$648K Buy
+12,825
New +$637K 0.06% 146
2015
Q3 		– Sell
-11,544
Closed -$549K – 316
2015
Q2 		$549K Sell
11,544
-205
-2% -$10K 0.05% 171
2015
Q1 		$573K Buy
11,749
+704
+6% +$34.6K 0.06% 163
2014
Q4 		$536K Buy
+11,045
New +$523K 0.05% 168

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return