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	–	663
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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return