PWAG
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Polaris Wealth Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Polaris Wealth Advisory 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
-130,716
Closed -$8.44M – 215
2020
Q3 		$8.44M Sell
130,716
-45,437
-26% -$2.87M 0.79% 42
2020
Q2 		$10.3M Sell
176,153
-4,052
-2% -$236K 0.82% 44
2020
Q1 		$9.82M Buy
+180,205
New +$10.9M 1.07% 30
2019
Q4 		– Sell
-193,441
Closed -$11.6M – 191
2019
Q3 		$11.6M Buy
+193,441
New +$11.6M 0.95% 39
2016
Q4 		– Sell
-156,043
Closed -$8.3M – 131
2016
Q3 		$8.3M Sell
156,043
-6,772
-4% -$369K 0.99% 45
2016
Q2 		$8.98M Sell
162,815
-4,763
-3% -$253K 1.39% 30
2016
Q1 		$8.89M Buy
+167,578
New +$8.51M 1.39% 36

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return