Searcy Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Searcy Financial 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	–	Sell	-125,672	Closed	-$7.37M	–	19
2020 Q2	$7.37M	Sell	125,672 -11,090	-8%	-$647K	6.14%	8
2020 Q1	$7.45M	Sell	136,762 -128	-0.1%	-$7.77K	10.57%	3
2019 Q4	$8.62M	Sell	136,890 -3,210	-2%	-$198K	6.19%	9
2019 Q3	$8.61M	Sell	140,100 -3,985	-3%	-$240K	6.38%	9
2019 Q2	$8.37M	Buy	144,085 +210	+0.1%	+$12K	6.57%	8
2019 Q1	$8.07M	Buy	143,875 +17,728	+14%	+$948K	6.62%	8
2018 Q4	$6.41M	Buy	+126,147	New	+$6.84M	8.13%	6

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

Searcy Financial Services's XLP Position: Q3 2020 in Review

Searcy Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 125,672 shares — an estimated $7.37M sold.

Searcy Financial Services first reported a position in XLP in Q4 2018 and held it in 7 quarters. The position peaked at $8.62M in Q4 2019. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

Searcy Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Searcy Financial Services sold 125,672 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $7.37M.
Searcy Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
Searcy Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.62M in Q4 2019.
791 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2020.

Based on Searcy Financial Services's 13F filing for Q3 2020, filed 16 Oct 2020.