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	–	214
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 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

Polaris Wealth Advisory Group's XLP Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 130,716 shares — an estimated $8.44M sold.

Polaris Wealth Advisory Group first reported a position in XLP in Q1 2016 and held it in 7 quarters. The position peaked at $11.6M in Q3 2019. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Polaris Wealth Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 130,716 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $8.44M.
Polaris Wealth Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 7 quarters.
Polaris Wealth Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.6M in Q3 2019.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.