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Consumer Staples Select Sect. SPDR shares owned by Convergent Wealth Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Convergent Wealth Advisors from 13F filings

Historical chart of Convergent Wealth Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $3.3M 69k 47.19
2015-03-31 $1.1M 22k 48.73

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Ishares Tr Msci Eafe Etf (EFA)
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Ishares Core Msci Emkt (IEMG)
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Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Caisse de depot et placement du Quebec
Wells Fargo & Company
Janney Montgomery Scott
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
WestEnd Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James & Associates
Brevan Howard Capital Management
Squarepoint Ops

View all funds holding Consumer Staples Select Sect. SPDR