Partnervest Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Partnervest Advisory Services’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	$2.26M	Buy	35,310 +6,252	+22%	+$395K	0.72%	23
2020 Q2	$1.7M	Sell	29,058 -6,890	-19%	-$402K	0.64%	25
2020 Q1	$1.96M	Buy	35,948 +282	+0.8%	+$17.1K	0.88%	16
2019 Q4	$2.25M	Sell	35,666 -1,171	-3%	-$72.1K	0.82%	18
2019 Q3	$2.26M	Sell	36,837 -2,887	-7%	-$174K	0.81%	19
2019 Q2	$2.31M	Sell	39,724 -2,436	-6%	-$139K	0.91%	15
2019 Q1	$2.37M	Buy	+42,160	New	+$2.26M	0.98%	15
2017 Q1	–	Sell	-4,935	Closed	-$255K	–	212
2016 Q4	$255K	Buy	4,935 +386	+8%	+$20K	0.12%	166
2016 Q3	$242K	Sell	4,549 -173	-4%	-$9.42K	0.11%	177
2016 Q2	$260K	Buy	+4,722	New	+$251K	0.13%	165
2016 Q1	–	Sell	-17,424	Closed	-$887K	–	204
2015 Q4	$887K	Buy	17,424 +1,774	+11%	+$88.2K	0.49%	41
2015 Q3	$738K	Sell	15,650 -824	-5%	-$40.1K	0.42%	46
2015 Q2	$784K	Hold	16,474	–	–	0.39%	46
2015 Q1	$802K	Hold	16,474	–	–	0.42%	44
2014 Q4	$798K	Buy	+16,474	New	+$780K	0.39%	45
2014 Q3	–	Sell	-26,299	Closed	-$1.17M	–	820
2014 Q2	$1.17M	Buy	26,299 +13,880	+112%	+$614K	0.53%	29
2014 Q1	$535K	Buy	12,419 +927	+8%	+$38.9K	0.24%	58
2013 Q4	$494K	Buy	11,492 +10,439	+991%	+$440K	0.23%	70
2013 Q3	$42K	Buy	1,053 +10	+1%	+$407	0.02%	311
2013 Q2	$41K	Buy	+1,043	New	+$42.4K	0.02%	275

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

Partnervest Advisory Services's XLP Position: Q3 2020 in Review

Partnervest Advisory Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q3 2020, buying an estimated $395K and bringing the position to 35,310 shares worth $2.26M. The position accounts for 0.72% of the portfolio, ranked #23.

Partnervest Advisory Services first reported a position in XLP in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.37M in Q1 2019. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

Partnervest Advisory Services held 35,310 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.26M as of Q3 2020.
Partnervest Advisory Services bought 6,252 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $395K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.72% of Partnervest Advisory Services's portfolio in Q3 2020, its #23 holding.
Partnervest Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 20 quarters since.
Partnervest Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.37M in Q1 2019.
791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.