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CWP
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
–
206
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
$1.37T AUM
24.88%
1-Year Est. Return
NLI
Nippon Life Insurance
Tokyo, Japan
$6.04B AUM
4.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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