20/20 Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

20/20 Capital 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
2021 Q2	$10.9M	Buy	155,875 +18,177	+13%	+$1.27M	2.83%	8
2021 Q1	$9.41M	Buy	137,698 +22,177	+19%	+$1.46M	2.72%	9
2020 Q4	$7.46M	Buy	115,521 +106,841	+1,231%	+$7.06M	2.18%	12
2020 Q3	$556K	Buy	+8,680	New	+$548K	0.21%	83

Other funds holding XLP

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

20/20 Capital Management's XLP Position: Q2 2021 in Review

20/20 Capital Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q2 2021, buying an estimated $1.27M and bringing the position to 155,875 shares worth $10.9M. The position accounts for 2.83% of the portfolio, ranked #8.

20/20 Capital Management first reported a position in XLP in Q3 2020 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold XLP as of Q2 2021.

20/20 Capital Management held 155,875 shares of State Street Consumer Staples Select Sector SPDR ETF worth $10.9M as of Q2 2021.
20/20 Capital Management bought 18,177 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2021, an estimated $1.27M.
State Street Consumer Staples Select Sector SPDR ETF made up 2.83% of 20/20 Capital Management's portfolio in Q2 2021, its #8 holding.
20/20 Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 4 quarters since.
840 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.