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

FundX Investment 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
2020 Q4	–	Sell	-3,328	Closed	-$213K	–	38
2020 Q3	$213K	Sell	3,328 -146	-4%	-$9.22K	0.08%	35
2020 Q2	$204K	Sell	3,474 -63,264	-95%	-$3.69M	0.09%	35
2020 Q1	$3.63M	Buy	+66,738	New	+$4.05M	1.34%	17
2019 Q1	–	Sell	-97,992	Closed	-$4.98M	–	57
2018 Q4	$4.98M	Buy	+97,992	New	+$5.32M	1.85%	16
2016 Q3	–	Sell	-245,038	Closed	-$13.5M	–	57
2016 Q2	$13.5M	Sell	245,038 -10,322	-4%	-$549K	3.38%	11
2016 Q1	$13.5M	Buy	+255,360	New	+$13M	3.37%	12

Other funds holding XLP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

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

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

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

FundX Investment Group's XLP Position: Q4 2020 in Review

FundX Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 3,328 shares — an estimated $213K sold.

FundX Investment Group first reported a position in XLP in Q1 2016 and held it in 6 quarters. The position peaked at $13.5M in Q1 2016. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

FundX Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
FundX Investment Group sold 3,328 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $213K.
FundX Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 6 quarters.
FundX Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.5M in Q1 2016.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on FundX Investment Group's 13F filing for Q4 2020, filed 8 Feb 2021.