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

Advisor 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
2019 Q4	$13.3M	Sell	211,547 -1,052	-0.5%	-$64.8K	0.09%	195
2019 Q3	$13.1M	Buy	212,599 +27,728	+15%	+$1.67M	0.1%	193
2019 Q2	$10.7M	Sell	184,871 -10,114	-5%	-$579K	0.08%	209
2019 Q1	$10.9M	Buy	194,985 +27,794	+17%	+$1.49M	0.09%	194
2018 Q4	$8.49M	Buy	167,191 +26,972	+19%	+$1.46M	0.08%	203
2018 Q3	$7.56M	Buy	140,219 +11,937	+9%	+$641K	0.08%	221
2018 Q2	$6.61M	Sell	128,282 -80,925	-39%	-$4.11M	0.09%	200
2018 Q1	$11M	Sell	209,207 -8,865	-4%	-$488K	0.15%	132
2017 Q4	$12.4M	Sell	218,072 -12,846	-6%	-$706K	0.17%	116
2017 Q3	$12.5M	Sell	230,918 -8,289	-3%	-$455K	0.2%	103
2017 Q2	$13.1M	Buy	239,207 +8,533	+4%	+$474K	0.23%	92
2017 Q1	$12.6M	Buy	230,674 +7,250	+3%	+$390K	0.25%	86
2016 Q4	$11.6M	Sell	223,424 -52,743	-19%	-$2.73M	0.26%	80
2016 Q3	$14.7M	Buy	276,167 +7,375	+3%	+$402K	0.35%	48
2016 Q2	$14.8M	Buy	+268,792	New	+$14.3M	0.39%	46

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SGI

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisor Group's XLP Position: Q4 2019 in Review

Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.49% in Q4 2019, selling an estimated $64.8K and leaving 211,547 shares worth $13.3M. The position accounts for 0.09% of the portfolio, ranked #195.

Advisor Group first reported a position in XLP in Q2 2016 and has held it in 15 quarters since. The position peaked at $14.8M in Q2 2016. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Advisor Group held 211,547 shares of State Street Consumer Staples Select Sector SPDR ETF worth $13.3M as of Q4 2019.
Advisor Group sold 1,052 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $64.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Advisor Group's portfolio in Q4 2019, its #195 holding.
Advisor Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.8M in Q2 2016.
779 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.