Edge Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Edge Wealth 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
2019 Q3	–	Sell	-42	Closed	-$2K	–	645
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	544
2019 Q1	$2K	Sell	42 -4,055	-99%	-$217K	﹤0.01%	524
2018 Q4	$208K	Sell	4,097 -574	-12%	-$31.1K	0.06%	134
2018 Q3	$252K	Sell	4,671 -546	-10%	-$29.3K	0.06%	126
2018 Q2	$269K	Buy	+5,217	New	+$265K	0.07%	124
2016 Q2	–	Sell	-420	Closed	-$22K	–	487
2016 Q1	$22K	Buy	+420	New	+$21.3K	0.01%	227

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

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

Citigroup New York $303B AUM 53.02% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SGI

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

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

Edge Wealth Management's XLP Position: Q3 2019 in Review

Edge Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2019, closing a stake of 42 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in XLP in Q1 2016 and held it in 6 quarters. The position peaked at $269K in Q2 2018. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

Edge Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Edge Wealth Management sold 42 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $2K.
Edge Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 6 quarters.
Edge Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $269K in Q2 2018.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.