Private Wealth Advisors (Pennsylvania)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	-3,220	Closed	-$206K	–	127
2020 Q3	$206K	Buy	+3,220	New	+$203K	0.13%	100
2020 Q1	–	Sell	-4,012	Closed	-$255K	–	126
2019 Q4	$255K	Sell	4,012 -4,250	-51%	-$262K	0.14%	111
2019 Q3	$507K	Sell	8,262 -7,320	-47%	-$440K	0.26%	85
2019 Q2	$905K	Buy	15,582 +1,300	+9%	+$74.4K	0.32%	76
2019 Q1	$801K	Buy	14,282 +2	+0%	+$107	0.3%	82
2018 Q4	$725K	Sell	14,280 -2,031	-12%	-$110K	0.31%	79
2018 Q3	$880K	Sell	16,311 -275	-2%	-$14.8K	0.33%	77
2018 Q2	$855K	Sell	16,586 -387	-2%	-$19.7K	0.34%	74
2018 Q1	$893K	Buy	16,973 +372	+2%	+$20.5K	0.36%	75
2017 Q4	$944K	Sell	16,601 -799	-5%	-$43.9K	0.37%	71
2017 Q3	$939K	Sell	17,400 -147	-0.8%	-$8.08K	0.39%	67
2017 Q2	$964K	Sell	17,547 -258	-1%	-$14.3K	0.41%	66
2017 Q1	$972K	Sell	17,805 -153	-0.9%	-$8.22K	0.44%	62
2016 Q4	$929K	Buy	17,958 +208	+1%	+$10.8K	0.43%	67
2016 Q3	$944K	Sell	17,750 -35	-0.2%	-$1.91K	0.45%	66
2016 Q2	$981K	Sell	17,785 -103	-0.6%	-$5.48K	0.48%	61
2016 Q1	$949K	Sell	17,888 -149	-0.8%	-$7.57K	0.51%	59
2015 Q4	$911K	Sell	18,037 -1,760	-9%	-$87.5K	0.51%	55
2015 Q3	$934K	Buy	19,797 +29	+0.1%	+$1.41K	0.47%	62
2015 Q2	$941K	Sell	19,768 -919	-4%	-$44.9K	0.43%	69
2015 Q1	$1.01M	Sell	20,687 -683	-3%	-$33.5K	0.47%	65
2014 Q4	$1.04M	Buy	21,370 +215	+1%	+$10.2K	0.5%	62
2014 Q3	$954K	Sell	21,155 -1,243	-6%	-$55.7K	0.5%	64
2014 Q2	$999K	Buy	22,398 +113	+0.5%	+$5K	0.51%	61
2014 Q1	$960K	Buy	22,285 +11	+0%	+$462	0.52%	62
2013 Q4	$957K	Sell	22,274 -2,587	-10%	-$109K	0.52%	60
2013 Q3	$989K	Sell	24,861 -99	-0.4%	-$4.03K	0.58%	55
2013 Q2	$990K	Buy	+24,960	New	+$1.02M	0.62%	55

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

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

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

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

Private Wealth Advisors (Pennsylvania)'s XLP Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2020, closing a stake of 3,220 shares — an estimated $206K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in XLP in Q2 2013 and held it in 28 quarters. The position peaked at $1.04M in Q4 2014. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Private Wealth Advisors (Pennsylvania) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 3,220 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $206K.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 28 quarters.
Private Wealth Advisors (Pennsylvania)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.04M in Q4 2014.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.