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Sun Life Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sun Life Financial’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
2018
Q4 		– Sell
-54,760
Closed -$2.95M – 629
2018
Q3 		$2.95M Sell
54,760
-28,178
-34% -$1.51M 0.54% 21
2018
Q2 		$4.27M Buy
82,938
+77,206
+1,347% +$3.92M 0.61% 21
2018
Q1 		$109K Sell
5,732
-146,248
-96% -$8.06M 0.97% 15
2017
Q4 		$8.65M Hold
151,980
– – 0.89% 16
2017
Q3 		$8.2M Sell
151,980
-89,755
-37% -$4.93M 0.81% 17
2017
Q2 		$13.3M Buy
241,735
+219,428
+984% +$12.2M 1.42% 13
2017
Q1 		$409K Buy
22,307
+991
+5% +$53.3K 0.9% 20
2016
Q4 		$412K Sell
21,316
-437,001
-95% -$22.6M 4.61% 7
2016
Q3 		$24.4M Buy
458,317
+93,225
+26% +$5.08M 3.03% 10
2016
Q2 		$20.1M Sell
365,092
-60,233
-14% -$3.2M 2.38% 10
2016
Q1 		$22.6K Buy
425,325
+28,181
+7% +$1.43M 0.04% 51
2015
Q4 		$20.1M Buy
397,144
+98,675
+33% +$4.9M 2.74% 10
2015
Q3 		$14.1M Hold
298,469
– – 3.01% 9
2015
Q2 		$14.2M Hold
298,469
– – 1.51% 14
2015
Q1 		$14.5M Buy
298,469
+44,291
+17% +$2.17M 1.51% 14
2014
Q4 		$12.3M Hold
254,178
– – 1.29% 13
2014
Q3 		$11.5M Hold
254,178
– – 1.2% 14
2014
Q2 		$11.3M Sell
254,178
-41,693
-14% -$1.84M 1.18% 15
2014
Q1 		$12.7M Buy
295,871
+499
+0.2% +$21K 1.28% 13
2013
Q4 		$12.7M Buy
295,372
+239,706
+431% +$10.1M 1.12% 15
2013
Q3 		$2.22M Buy
+55,666
New +$2.27M 0.2% 89

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Duality Advisers Miami, Florida $1.01B AUM 14.52% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Sun Life Financial's XLP Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2018, closing a stake of 54,760 shares — an estimated $2.95M sold.

Sun Life Financial first reported a position in XLP in Q3 2013 and held it in 21 quarters. The position peaked at $24.4M in Q3 2016. 654 funds tracked by Wall St. Rank hold XLP as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 54,760 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2018, an estimated $2.95M.
  • Sun Life Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $24.4M in Q3 2016.
  • 654 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.