Zurich Insurance Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Zurich Insurance Group’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
2024 Q2	–	Sell	-50,851	Closed	-$3.77M	–	263
2024 Q1	$3.77M	Buy	50,851 +6,920	+16%	+$512K	0.03%	141
2023 Q4	$3.2M	Sell	43,931 -8,340	-16%	-$578K	0.03%	145
2023 Q3	$3.49M	Sell	52,271 -4,900	-9%	-$359K	0.04%	139
2023 Q2	$4.23M	Buy	57,171 +3,110	+6%	+$233K	0.04%	119
2023 Q1	$4.07M	Buy	54,061 +7,100	+15%	+$519K	0.05%	126
2022 Q4	$3.18M	Hold	46,961	–	–	0.05%	114
2022 Q3	$3.18M	Hold	46,961	–	–	0.05%	114
2022 Q2	$3.39M	Buy	46,961 +21,720	+86%	+$1.63M	0.05%	128
2022 Q1	$1.92M	Sell	25,241 -22,360	-47%	-$1.68M	0.02%	130
2021 Q4	$3.65M	Buy	47,601 +16,670	+54%	+$1.21M	0.04%	100
2021 Q3	$2.17M	Sell	30,931 -14,340	-32%	-$1.02M	0.03%	120
2021 Q2	$3.18M	Sell	45,271 -8,845	-16%	-$619K	0.04%	103
2021 Q1	$3.8M	Sell	54,116 -12,206	-18%	-$803K	0.05%	85
2020 Q4	$4.44M	Buy	66,322 +1,601	+2%	+$106K	0.07%	81
2020 Q3	$4.15M	Sell	64,721 -2,995	-4%	-$189K	0.07%	75
2020 Q2	$3.77M	Buy	67,716 +18,335	+37%	+$1.07M	0.06%	79
2020 Q1	$2.75M	Buy	+49,381	New	+$3M	0.06%	90
2019 Q1	–	Sell	-17,129	Closed	-$870K	–	492
2018 Q4	$870K	Buy	+17,129	New	+$929K	0.02%	319
2016 Q2	–	Sell	-36,321	Closed	-$1.94M	–	381
2016 Q1	$1.94M	Buy	+36,321	New	+$1.85M	0.07%	269

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Zurich Insurance Group's XLP Position: Q2 2024 in Review

Zurich Insurance Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2024, closing a stake of 50,851 shares — an estimated $3.77M sold.

Zurich Insurance Group first reported a position in XLP in Q1 2016 and held it in 19 quarters. The position peaked at $4.44M in Q4 2020. 1,075 funds tracked by Wall St. Rank hold XLP as of Q2 2024.

Zurich Insurance Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Zurich Insurance Group sold 50,851 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2024, an estimated $3.77M.
Zurich Insurance Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 19 quarters.
Zurich Insurance Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.44M in Q4 2020.
1,075 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2024.

Based on Zurich Insurance Group's 13F filing for Q2 2024, filed 14 Aug 2024.