Beacon Pointe Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Beacon Pointe Wealth Advisors’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	$200K	Sell	3,157 -3,885	-55%	-$239K	0.04%	263
2019 Q3	$433K	Buy	+7,042	New	+$423K	0.09%	169

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beacon Pointe Wealth Advisors's XLP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 55% in Q4 2019, selling an estimated $239K and leaving 3,157 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #263.

Beacon Pointe Wealth Advisors first reported a position in XLP in Q3 2019 and has held it in 2 quarters since. The position peaked at $433K in Q3 2019. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Beacon Pointe Wealth Advisors held 3,157 shares of State Street Consumer Staples Select Sector SPDR ETF worth $200K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 3,885 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $239K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #263 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 2 quarters since.
Beacon Pointe Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $433K in Q3 2019.
779 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.