YorkBridge Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-300	Closed	-$17K	–	662
2019 Q2	$17K	Hold	300	–	–	0.01%	497
2019 Q1	$17K	Hold	300	–	–	0.01%	490
2018 Q4	$15K	Hold	300	–	–	0.01%	525
2018 Q3	$16K	Hold	300	–	–	0.01%	565
2018 Q2	$15K	Hold	300	–	–	0.01%	584
2018 Q1	$16K	Hold	300	–	–	0.01%	576
2017 Q4	$16K	Hold	300	–	–	0.01%	584
2017 Q3	$16K	Hold	300	–	–	0.01%	580
2017 Q2	$16K	Hold	300	–	–	0.01%	566
2017 Q1	$16K	Sell	300 -30	-9%	-$1.61K	0.01%	560
2016 Q4	$17K	Buy	+330	New	+$17.1K	0.01%	492

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SGI

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

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

YorkBridge Wealth Partners's XLP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2019, closing a stake of 300 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in XLP in Q4 2016 and held it in 11 quarters. The position peaked at $17K in Q2 2019. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $17K in Q2 2019.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.