Capital Wealth Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Capital Wealth Planning’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
2020 Q2	–	Sell	-6,631	Closed	-$361K	–	231
2020 Q1	$361K	Sell	6,631 -14,097	-68%	-$856K	0.02%	150
2019 Q4	$1.3M	Buy	20,728 +5,208	+34%	+$321K	0.08%	74
2019 Q3	$954K	Buy	15,520 +9,463	+156%	+$569K	0.06%	91
2019 Q2	$352K	Buy	+6,057	New	+$347K	0.03%	164
2017 Q3	–	Sell	-53,563	Closed	-$2.94M	–	205
2017 Q2	$2.94M	Buy	+53,563	New	+$2.98M	0.47%	31
2016 Q2	–	Sell	-4,248	Closed	-$225K	–	101
2016 Q1	$225K	Buy	+4,248	New	+$216K	0.16%	68
2014 Q2	–	Sell	-6,270	Closed	-$270K	–	162
2014 Q1	$270K	Buy	+6,270	New	+$263K	0.12%	99

Other funds holding XLP

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

Capital Wealth Planning's XLP Position: Q2 2020 in Review

Capital Wealth Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2020, closing a stake of 6,631 shares — an estimated $361K sold.

Capital Wealth Planning first reported a position in XLP in Q1 2014 and held it in 7 quarters. The position peaked at $2.94M in Q2 2017. 769 funds tracked by Wall St. Rank hold XLP as of Q2 2020.

Capital Wealth Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 6,631 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2020, an estimated $361K.
Capital Wealth Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2014 and held it in 7 quarters.
Capital Wealth Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.94M in Q2 2017.
769 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.