Pacific Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pacific Financial 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	-1,716	Closed	-$110K	–	133
2020 Q3	$110K	Buy	+1,716	New	+$108K	0.09%	61
2019 Q4	–	Sell	-8,239	Closed	-$478K	–	90
2019 Q3	$478K	Buy	+8,239	New	+$495K	0.05%	69
2016 Q2	$742K	Buy	+13,452	New	+$716K	1.33%	21
2015 Q4	$1.11M	Buy	+21,917	New	+$1.09M	2.06%	12
2013 Q3	–	Sell	-64	Closed	-$2K	–	57
2013 Q2	$2K	Buy	+64	New	+$2.6K	﹤0.01%	44

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

Pacific Financial Group's XLP Position: Q4 2020 in Review

Pacific Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 1,716 shares — an estimated $110K sold.

Pacific Financial Group first reported a position in XLP in Q2 2013 and held it in 5 quarters. The position peaked at $1.11M in Q4 2015. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Pacific Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 1,716 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $110K.
Pacific Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 5 quarters.
Pacific Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.11M in Q4 2015.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.