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

Shine Investment 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	–	Sell	-188	Closed	-$11K	–	776
2020 Q2	$11K	Hold	188	–	–	﹤0.01%	546
2020 Q1	$10K	Hold	188	–	–	﹤0.01%	524
2019 Q4	$12K	Hold	188	–	–	﹤0.01%	551
2019 Q3	$12K	Buy	+188	New	+$11.3K	0.01%	528
2017 Q3	–	Sell	-30	Closed	-$2K	–	692
2017 Q2	$2K	Buy	+30	New	+$1.67K	﹤0.01%	636

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

Shine Investment Advisory Services's XLP Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2020, closing a stake of 188 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in XLP in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 791 funds tracked by Wall St. Rank hold XLP as of Q3 2020.

Shine Investment Advisory Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 188 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2020, an estimated $11K.
Shine Investment Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and held it in 5 quarters.
Shine Investment Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12K 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 Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.