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

Pacific Wealth Strategies 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 Q3	–	Sell	-9,864	Closed	-$578K	–	92
2020 Q2	$578K	Hold	9,864	–	–	0.32%	62
2020 Q1	$537K	Buy	9,864 +6,524	+195%	+$396K	0.37%	62
2019 Q4	$210K	Hold	3,340	–	–	0.12%	82
2019 Q3	$205K	Buy	+3,340	New	+$201K	0.13%	82

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Wealth Strategies Group's XLP Position: Q3 2020 in Review

Pacific Wealth Strategies Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 9,864 shares — an estimated $578K sold.

Pacific Wealth Strategies Group first reported a position in XLP in Q3 2019 and held it in 4 quarters. The position peaked at $578K in Q2 2020. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

Pacific Wealth Strategies Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Pacific Wealth Strategies Group sold 9,864 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $578K.
Pacific Wealth Strategies Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and held it in 4 quarters.
Pacific Wealth Strategies Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $578K in Q2 2020.
791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2020, filed 22 Oct 2020.